Convert an estimate to an invoice
- Click the Business tab, then click the Business Tools and choose Estimate List.
- Select the estimate you’d like to convert.
- Click Convert.
What if I don't see a Convert button?The Convert button doesn't appear in the estimate form when you're first creating an estimate. You must save the estimate before you can convert it to an invoice.
- In the Convert it to the following account list, select an existing invoice account.
- In the After conversion area, specify whether you want to save this estimate for later use or delete it. For example, if you will be providing the same services to a customer on a monthly basis, you can select Save this estimate for later use, then simply convert it to a new invoice each month
- Click OK to convert the estimate to an invoice.
- If the invoice is correct, click Save and Done to save the estimate and close the Invoice form.
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