Create an invoice from an existing estimate
Learn how to convert an estimate into an invoice.
- Tap on … to switch to the overflow tab
- Tap on Estimates & Invoices
- Tap on an existing estimate that you wish to convert to an invoice
- Tap on the overflow button in the top right
- Tap on Convert To Invoice
- A new invoice will be created with the same client, line items and tax rate as your estimate.