How to Convert an Accepted Estimate into an Invoice

Overview
Quickly turn an approved estimate into a billable invoice without re-entering line items.

Steps

1. After the client accepts (status becomes Accept), open the estimate’s Action menu.

2. Click Create Invoice.

3. Review pre-filled invoice fields (dates, currency, line items).

4. Adjust as needed, then click Save.

Tips

• Use this flow to maintain numbering continuity between estimate and invoice.

• Check your Invoice Settings (e.g. due days, template) before saving.

Troubleshooting / FAQs

• Q: “Create Invoice” option is missing.

  • A: Only estimates with status Accept show this option.

• Q: Line-items changed unexpectedly.

  • A: Verify your estimate template; edits to templates do not retroactively apply to saved estimates.