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I am not able to convert an estimate to an invoice even though I changed it to acccepted. I remember having this problem once before. It needs to be easier to do.

 
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Re: I am not able to convert an estimate to an invoice even though I changed it to acccepted. I r...

I'll help you to convert your estimate to invoice, @cdemuri.

 

That's good that you've changed it as an accepted status because we can only invoice an estimate with accepted or pending status. However, it will not automatically convert to invoice. You still have to click the Create invoice tab for this.

 

Here's how:

  1. On the left panel, select Sales.
  2. Choose All Sales.
  3. Find and open the estimate.
  4. Click Create invoice.
  5. Add details to the invoice.
  6. Click Save and Close.

You can take a look the screenshot below:

3.PNG

 

Also, you can check this article on how to duplicate an invoice or an estimate.

 

If you need help, reach out to us anytime. Have a great day!

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