Convert accepted estimate to invoice

Detailed instructions for converting an accepted estimate into an invoice are provided below.

How to convert the estimate to invoice?

Step 1: Send an estimate

1. Select client> specific client> estimate> create estimate.

2. Select the estimate type as you want and click on "proceed".

3. Enter all the details in the estimate and click on "action" button.

4. Select compose email.

5. Click on " send email".

Step 2: Confirmation from client

1. As a client, open the inbox, click on the link, click on "sign estimate" button, if you agree with the proposal.

2. Upload/ draw the signature and click on " sign estimate".

3. Click on " accept estimate" button

Step 3: Convert estimate to invoice

1. After the acceptance of estimate by the client, Then convert to invoice button will be appear in the estimate.

2. Click "yes".

3. Invoice will be displayed, change as you need and click on "create" button

Invoice will be created and displayed in the ledger of money matters