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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

Turn an estimate into an invoice

An accepted estimate becomes an invoice without typing it again.

Where

Sales & CRM › Customers & Estimates › Estimates › the estimate › Turn into an invoice

Who

Anyone allowed to create invoices.
1
Open the estimate and press Turn into an invoice. On an accepted estimate the button stands in the head; before that it is under More ▾ and at the foot of the Document tab.
2
The dialog says what carries across: the lines, terms, note, currency, discount, billing address and custom field values. An optional line the customer took off does not.
3
Press Raise the invoice. The new invoice opens as a draft.
A draft estimate cannot be invoiced: send it first. An estimate the customer has not accepted can still be invoiced, and the product records that it was your decision.

From the same More ▾ menu, Turn into a sales order makes a sales order instead.

Before: Make and send an estimate · Next: Issue an invoice