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Steps to convert an estimate/quotation to invoice


Step 1: To create invoice against an existing estimate, click on the action icon as shown in the screenshot below.

Estimate details



Step 2: The action will display a pop-up, to confirm if you would like to go-ahead and create invoice against the estimate, just click on ‘yes’ button.

Estimate details



Step 3: That’s it! Your invoice is ready. You can now choose from the available styles. These styles present the same invoice in a few different ways. You can choose the style, you like the most.

Invoice details



Step 4: Down, below the invoice, you will see quite a few options like PDF, you can click on it to generate the PDF version on the invoice, which can be printed. The other options include edit, email etc., you may explore all of them.

Invoice details



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