Skip to main content

Turn an accepted estimate into an invoice

Who can do this: Admin, Manager

By the end of this article, you have the invoice for your accepted estimate open. You do not make the invoice yourself: when you record your client's acceptance, the app creates it. Only an accepted estimate becomes an invoice; for any other, the app says "Estimate must be accepted before converting".

Before you start​

The estimate must be accepted first. Record your client's acceptance as Record the customer's decision and revise an estimate describes. Recording it creates the invoice.

Steps​

  1. Open your estimates. On a computer or tablet, select Estimates in the sidebar. On a phone, select More at the bottom of the screen, then select Estimates.
  2. Find the accepted estimate in the list. Its status reads Accepted, and it shows View Invoice.
  3. Select View Invoice.
  4. If the accepted estimate shows Convert to Invoice instead of View Invoice, select Convert to Invoice, then select Convert in the box that asks whether to convert the estimate.

You can also open the estimate first: an accepted estimate shows View Invoice or Convert to Invoice at the top.

What you see​

  • The invoice opens, headed "Edit Invoice" with its invoice number, for the same client and project and with the estimate's lines. It starts as a draft.
  • The invoice is also in your Invoices list, under the client's name.

If something blocks you​

  • "Estimate must be accepted before converting", for example after you choose an estimate under From Estimate on the Invoices page. The estimate is no longer accepted, so it cannot become an invoice. Open the estimate from your estimates list. If it has been revised, the list shows its newest version: send that version and record your client's acceptance on it. Otherwise, record the acceptance. Both are described in Record the customer's decision and revise an estimate, and recording the acceptance creates the invoice.
  • "Estimate has already been converted to an invoice" after you select Convert. An invoice for this estimate already exists. Open Invoices in the sidebar, or under More on a phone, and open the invoice from there; it is listed under the client's name.