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Create an Invoice From an Estimate

You can create an invoice from an estimate.

To do this, click the Finance Tab>Estimates

Find the estimate you want to turn into an invoice and click the magnifying glass button.

Once on the Estimate page, click the “Create Invoice from Estimate” button

A pop-up will ask you if you’re sure you want to turn this estimate into an invoice, click yes.

(Note: The invoice cannot be turned back into an estimate)

You will then see the invoice that was created from the estimate

Updated on December 18, 2022

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