Sales & getting paid
Estimates and turning them into invoices
Send a quote, then convert it to an invoice when the customer says yes.
- 1Create an estimate the same way as an invoice: customer, lines, expiration date.
- 2Send or print it. Estimates don't affect your books.
- 3When it's accepted, open it and click Convert to Invoice. The invoice is created with the same lines and the estimate is marked as converted.