Converting an Estimate to a Sales Invoice

After the client accepts the estimate provided by you, convert it with one button click to a sales invoice, without having to issue an invoice from the beginning.

 

 

 

1. Click on “Sales” from the main menu.
2. Click on “Estimates”.
3. Open the required estimate that you wish to convert to an invoice.
4. Click on “Convert to invoice” button.
5. Click “Yes” when you get the confirmation message.
6. You will be directed to the invoice editing screen that’s generated from the converted estimate.
7. Click on the “Save & Send” button.