Converting to Invoices

Once a customer accepts an estimate, you can convert it to an invoice with one click. All the details carry over.

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How to Convert

Open the accepted estimate.
Click Convert to Invoice.
A new draft invoice is created with today’s date.
You’re redirected to the new invoice to review and send it.

What Gets Copied

Everything from the estimate transfers to the new invoice:

Customer and job
Line items (or fixed amount/percentage)
Tax rate and discount
Terms
Customer message

Converting Sent Estimates

You can also convert estimates that are Sent but not yet accepted. A warning dialog confirms this is intentional, since the customer hasn’t formally approved the quote.

After Conversion

The estimate status changes to Converted. The estimate detail page shows a link to the new invoice. The invoice is created as a Draft — you’ll need to review and send it separately.

Tips

Review the invoice after conversion to update the issue date, due date, or any other details.
The estimate is preserved for your records — it isn’t deleted after conversion.

Creating Invoices — how invoices work
Invoice Workflow — understand the invoice lifecycle
Customer Approval Portal — how customers accept estimates