After a customer accepts your estimate, you can easily turn it into an invoice for billing.

First, let’s make sure your preferences are set to allow this:

  1. Select the Gear icon at the top  then Account and Settings (or Company Settings).
  2. Select Advanced, then Automation.
  3. Ensure the option to Copy estimates to invoices is checked.

    Note: This setting is automatically turned on for all US customers.

Now, let’s convert your estimate:

  1. Open the estimate you want to bill for.
  2. Select the Create invoice button.
    Note: You have to save your estimate to see this option.
  3. Add additional information to your invoice such as messaging or attachments.
  4. Select Save (or Save and send).

This method bills the entire estimate. To partially bill, please see Progress invoicing for QuickBooks Online (US Only).

We want your feedback:  Please let us know how this article worked for you!

6995