Question 1

Create Invoice: How do I generate an invoice from the estimate?

Crystal · Accepted Answer

To generate an invoice from an existing estimate:

1. Navigate to the estimate you wish to convert into an invoice.

2. Tap the three dots (menu icon) in the top right corner.

3. Select "Create Invoice" from the menu that appears.

After selecting "Create Invoice," you'll be prompted to fill out additional fields to complete your invoice. You can then preview the invoice before sending it to your client.

Question 2

Create Invoice: How do I generate an invoice from the estimate?

Crystal · Accepted Answer

To generate an invoice from an existing estimate:

1. Navigate to the estimate you wish to convert into an invoice.

2. Tap the three dots (menu icon) in the top right corner.

3. Select "Create Invoice" from the menu that appears.

After selecting "Create Invoice," you'll be prompted to fill out additional fields to complete your invoice. You can then preview the invoice before sending it to your client.