Converting Estimates to Invoices

Converting Estimates to Invoices

When a client accepts your estimate, convert it to an invoice instantly.

Quick Convert

1. Open the accepted estimate
2. Click "Convert to Invoice"
3. Review the invoice details
4. Click "Create Invoice"

All line items, prices, and client info transfer automatically.

Adjusting Before Invoice

Sometimes the final job differs from the estimate:

1. Click "Convert to Invoice"
2. Before creating, click "Edit Items"
3. Add, remove, or modify line items
4. Update totals
5. Click "Create Invoice"

Partial Invoicing

For large jobs, invoice in stages:

1. Click "Convert to Invoice"
2. Select "Partial Invoice"
3. Choose which items to include
4. Set percentage or fixed amount
5. Create the partial invoice
6. Repeat for remaining amounts

Change Orders

If scope changes after acceptance:

1. Open the estimate
2. Click "Create Change Order"
3. Add new items or modifications
4. Send change order for approval
5. Once approved, add to final invoice