How to convert estimate to invoice on the Back Office Dashboard? – GuardsPro Support Center

Converting an estimate into an invoice on the Back Office Dashboard helps streamline your billing process by allowing you to quickly generate invoices from approved estimates without starting from scratch. This feature saves time, reduces errors by carrying over accurate details, and ensures faster billing, helping you maintain an efficient and organized workflow while improving payment turnaround.

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

✅This guide will walk you through the steps to convert an estimate to an invoice on the Back Office Dashboard:

Select Invoicer from the main menu, then choose Estimates from the submenu.

On the next screen, you can either create a New Estimate or locate an existing one from the list. To convert an estimate, click the three dots next to it and select Convert to Invoice from the dropdown menu.

Once you confirm the action, the estimate will be successfully converted into an invoice.

After conversion, the invoice will appear with an Unsent status under Invoices. You can review all details, including client information, services, pricing, taxes, and the due date. If any changes are needed, click Edit Invoice, make the necessary updates, and save them.

📌 Additionally, you can:

Download Invoice: Save a copy for your records
Send Invoice: Email it directly to the client or mark it as sent.
Record Payment: Update the invoice once payment is received
Schedule Reminders: Automate follow-ups for pending or overdue invoices

⚙️ Invoice Actions

For each invoice, click the three dots (⋮) on the right-hand side to access available actions:

View: Open and review full invoice details
Export to PDF: Download a copy of the invoice
Send Invoice: Email the invoice directly to the client
Record a Payment: Mark the invoice as paid after receiving payment
Delete: Permanently removes the invoice from the system. Once deleted, it cannot be retrieved.
Copy: Duplicate the invoice for reuse

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

⚙️ Invoice Actions

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