Create an invoice from an estimate

  1. In the navigation bar, click Transactions > Sales (or Invoicing > Sales, or Sales > All Sales depending on what you see).
  2. Find the estimate in the list and click Start invoice.
  3. Edit or add charges if you need to.

    The original estimate will not change.

  4. Save the invoice.

    The status of the linked estimate changes to Closed.

See also

Why your estimate isn't listed on the Unbilled Estimates table