HOW TO: Convert your Estimate into an Invoice

© dacianlogan /Adobe Stock

Sending your customer an estimate is a great way to ensure both you and your client are aware of the payment required for your services or product. Estimates should be sent during early discussions with a potential customer to discuss each party’s expectations and talk through pricing before anything is finalized.

Once you have sent the estimate and done the job or delivered your product, it is now time to bill your client by sending them an invoice. With Invoice Home, you can convert your estimate into an invoice in 5 simple steps.

If you would like to save a copy of the estimate before you convert it, click here to see how.

Now, let's convert your estimate into an invoice.

How to Convert an Estimate into an Invoice

Click Here for Mobile Instructions

DESKTOP

1. Sign in to Invoice Home here.

3. Click the "Edit" tab.

4. At the top of the screen, to the right of "Switch to,” select "Invoice."

The "Switch to" feature works with any document type (Quote, Receipt, Estimate, etc.) Here you can convert any document type into any other type you need.

5. Click “Save Invoice.”

That’s it! Your estimate has been converted into an invoice and you're ready to bill your client.

To deliver the invoice to your client, click the "Download" tab and you can print or easily email the invoice to your client right from the Invoice Home website or app.

Want to get paid faster? Check out our blog on payment links to get paid instantly and give your customers an easier way to pay.

Mobile Android and iOS

1. Open the Invoice Home app.

2. Select the Estimate you would like to convert.

3. Tap "Edit."

4. At the top of the screen, tap "Switch Document."

The "switch to" feature works with any document type (Quote, Receipt, Estimate, etc.) Here you can convert any document type into any other type you wish.

5. Tap "Invoice."

If you are converting any other type of document just tap the document you would like to switch to.

6. Tap "Save" on iOS or "Save Invoice" on Android.

That’s it! Your estimate has been converted into an invoice and you're ready to bill your client.

To deliver the invoice to your client, click the "Download" tab and you can print or easily email the invoice to your client right from the Invoice Home website or app.

Want to get paid faster? Check out our blog on payment links to get paid instantly and give your customers an easier way to pay.

---

If you need assistance or have any questions, please email support@invoicehome.com

Thank you for using Invoice Home!