Convert accepted estimate to invoice

Converting an Accepted Estimate into an Invoice – Step-by-Step

Turning an accepted estimate into an invoice is straightforward in IntoAEC. Follow these steps to ensure accuracy and

efficiency.

Step 1: Send an Estimate

• Navigate to Client > select the specific client > Estimate > Create Estimate.
• Fill in the estimate details as required and send it to the client for approval.

Pro tip: Double-check all client details and estimate items before sending to avoid errors later in invoicing

Choose Estimate Type

• Select the Estimate Type according to your project requirements.
• Click the Proceed button to move forward with sending the estimate.

Pro tip: Choosing the correct estimate type ensures consistency in billing and avoids confusion when converting it into an invoice later.

Fill in Estimate Details

• Enter all the required details in the estimate, including items, quantities, rates, and descriptions.
• Once completed, click the Action button to proceed with sending or managing the estimate.

Pro tip: Review all entered details carefully to ensure accuracy before sending the estimate to the client.

Compose and Send the Estimate

• Click Compose Email to open the email interface for sending the estimate.
• Review the email content and attachments to ensure all details are accurate.

Send the Estimate

• After reviewing the email content, click Send Email to deliver the estimate to the client.

Pro tip: Double-check the recipient’s email and attached estimate before sending to ensure it reaches the right person without errors.

Client Confirmation

• The client opens their inbox and clicks on the estimate link.
• Click the Sign Estimate button to review and approve the estimate.

Pro tip: Encourage the client to carefully review all items and amounts before signing to ensure clarity and prevent disputes.

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

Accept the Estimate

After reviewing and signing, the client clicks the Accept Estimate button to finalize approval.

Pro tip: Confirm with the client that all details are correct before acceptance—this ensures a smooth transition to invoice generation and project execution.

Convert Estimate to Invoice

• Once the client has accepted the estimate, a Convert to Invoice button will appear within the estimate.
• Click the button to start generating the invoice based on the approved estimate.

Pro tip: Make sure all estimate details are finalized before conversion—this ensures the invoice is accurate and ready for client billing.

2. Click "yes".

Review and Create the Invoice

• The converted invoice will be displayed for review.
• Make any necessary adjustments to the invoice details, such as quantities, rates, or descriptions.
• Click the Create button to finalize the invoice.

Pro tip: Carefully review all details before creating the invoice to ensure accuracy and avoid corrections later.

Invoice Created and Recorded

• Once finalized, the invoice will be created and automatically displayed in the Ledger under Money Matters.
• From here, you can track payments, manage records, and maintain a clear overview of your financials.

Pro tip: Regularly check the ledger to monitor payment status and ensure all invoices are accounted for.