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Converting an Estimate to an Invoice

Updated on 03 Apr 2015

Estimates can be converted into invoices once your client is ready to move forward with an estimate.

 

Steps to converting an estimate to an invoice:

1. Sign in to the web app at invoiced.com.

2. Go to the Estimates section in the left sidebar of the app.

3. Find and open the estimate you want to convert to an invoice.

4. Click the More button in the top right and then Convert to Invoice from the menu that appears.

5. A new invoice will be created with the details from the estimate. From here you can modify the invoice or save it as is. Click Save Invoice when you are ready. Next you will be able to send it like any other invoice.