How to convert estimate to invoice on the dashboard?

Estimates come in handy when creating a proposal for the clients helping you convey the estimated costs of the services to be provided. On being accepted by the client, you can directly convert estimates to invoices and send them out for payment.

Note: Estimates can be converted to invoices only for the clients registered in the system.

Click on the Invoicer from the main menu and select Estimates. On the estimate that you need to convert to invoice, click on the three dots and select Convert To Invoice from the drop-down menu. Now simply confirm and it is done.

Here you can send the invoice to the client, download it, record a payment or even edit the invoice.

Or the converted invoice is stacked under the list of invoices with the status Unsent. You can export it in PDF format, send it to the client, record a payment, or even delete it. Just click on the three dots and select the appropriate option.

If you have any more questions, please feel free to contact our support team anytime.