Published November 15, 2016
© dacianlogan /Adobe Stock
Converting an Estimate into an Invoice is easy! Just a few quick clicks and you’re done. If you wish to keep a copy of the Estimate before you convert it, click here.
1. Sign in to Invoice Home and open your list of invoices:
2. Select the Estimate you wish to convert:
3. Click the yellow "Edit" tab:
4. To the right of "Switch to" you can now select "Invoice":
Pro tip: The "Switch to" feature works with any document type (Invoice, Estimate, etc..) Convert any document type into any other type you wish! Just follow the steps above :)