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Copy Estimate to an Invoice
by Intuit• Updated 5 months ago
Have an Estimate you need to copy to an Invoice?
Follow these steps:
- Go to Customers & leads and select Customers (Take me there).
- Select the Customer with the Estimate you wish to copy.
- Select the Estimate to open it.
- Select Copy to Invoice in the top right-hand corner.
Your Estimate has now been copied to an Invoice
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