Convert an estimate to an invoice

Convert an estimate when the customer has approved the work and you are ready to bill.

Steps

1. Open the project and find the accepted estimate.
2. Select Convert to Invoice.
3. Review the invoice details copied from the estimate.
4. Make any changes if needed.
5. Save or send the invoice.

What happens next

The invoice is ready to send and track. You can record payments after the customer pays.