Ready to bill your client? Awesome! Time to convert your Estimate into an Invoice.

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 :)