How to convert an estimate to an invoice

Turn an estimate into an invoice when the work is ready to bill.

1. Open Estimates

From the main navigation, select Estimates.

Estimates navigation with the estimate area selected
From the main navigation, select Estimates.

2. Choose an estimate

Find the estimate that is ready to bill, then open the References menu.

Estimate list with the References menu open
Find the estimate to convert and open the References menu.

3. Create the invoice

Choose Create invoice to create the invoice right away, or Review & create invoice… to review the details first.

Invoice actions menu with Create invoice and Review & create invoice options
Choose Create invoice to create it right away, or Review & create invoice… to check the details first.

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