Categories
Manage estimates

How do I create invoice from estimate?

How do I create invoice from estimate?
257 views

  • Go to ‘Manage Estimate’, >> ‘Estimate Action’, >> ‘Create invoice from estimate’.
  • 01

  • List of estimates that you created will be displayed
  • You can view estimates through time period option or ‘Search client’ option
  • From the list select the estimate that you wish to change to invoice.
  • Click ‘Create invoice’ button
  • 02

  • A dialogue box opens up asking if you wish to convert the selected estimate to invoice.
  • Click on ‘Yes’ option
  • 03

  • Estimate will be created as invoice
  • Click save button.
  • 04