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Copy Estimate to an Invoice

by Intuit• Updated 3 months ago

Have an Estimate you need to copy to an Invoice?

Follow these steps:

  1. Go to Customers & leads and select Customers (Take me there).
  2. Select the Customer with the Estimate you wish to copy.
  3. Select the Estimate to open it.
  4. Select Copy to Invoice in the top right-hand corner.

Your Estimate has now been copied to an Invoice

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