Converting an estimate into an invoice is easy.

FROM THE WEB APP


Step 1: Click on the estimate you want to convert.

Step 2: Locate the "Invoice" button at the top of the screen.

Step 3: Select the estimate option you want to invoice for.

Step 4: Remove items that don't apply from the invoice.

Step 5: Take the check to the bank.

FROM THE MOBILE APP

Step 1: Tap on the estimate you want to convert.

Step 2: Locate the "Invoice" button at the top of the screen.

Step 3: Select the estimate option you want to invoice for.

Step 4: Remove items that don't apply from the invoice.

Step 5: Take the check to the bank.


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