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Level 1

Can I change the "invoice type" after you've started a bill? I started a bill as an invoice and want to change it to an estimate but don't want to have to start over?

 
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Community Champion

Can I change the "invoice type" after you've started a bill? I started a bill as an invoice and want to change it to an estimate but don't want to have to start over?

You cannot convert an invoice to an estimate, only return to an estimate if it was first. What you can do is open QBO in a second tab or window with the invoice you started in one and the estimate you wish to create in the other. Then it is a matter of copy/paste

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