After a customer accepts your estimate, you can easily turn it into an invoice. If you only want to request partial payments, send your customer a progress invoice instead.
Convert an estimate into an invoice
- Go to the Sales menu and select All Sales.
- Find and open the estimate.
- Select Create invoice.
- Add more details to the invoice as necessary, then select Save and close.
Note:
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Now you're able to convert an estimate into an invoice.
