After a customer accepts your estimate, you can easily turn it into an invoice for billing.
Here’s how to convert an estimate/quote into an invoice:
- From the left menu, select Sales, then choose All Sales.
- Find and open the estimate/quote.
- Select Create invoice.
- Add more details to the invoice as necessary, then select Save and close.
Now you’re able to convert an estimate into an invoice.
Have more questions? Call us at 866-949-7267.