Converting an estimate to Invoice

When the Client accepts an Estimate, Administrator can convert the Estimate as Normal invoice or Deposit invoice. You can convert the estimates as a whole or a % to invoice or deposit.

You can change the estimates immediately when you create estimates or sometimes after creation.
Estimate to InvoiceTo convert an estimate into Invoices,

  • Click on Invoice button which appears,
    1. after saving [during creation of estimate] (or)
    2. Settings > View > Invoice button[sometime after saving] (or)
    3. Settings > Invoiced option.
  • Choose the invoice type and Select quantity of estimates to be invoiced.
  • Click Create Invoice.

Invoice or DepositA new invoice or deposit will be created with its successive invoice / deposit number. Only when the estimates are fully invoiced, it will be set as “Invoiced”.