Thanks for reaching out to the Community, motorman7.
After a customer accepts your estimate, it can be converted into an invoice. If you have QuickBooks Payments and you requested a deposit on an estimate, it will automatically convert to an invoice when the customer pays their deposit.
Here's how to manually convert estimates into invoices with your new estimates and invoices layout:
- In the left navigation bar, go to Sales, then All sales.
- Find an estimate you want to convert.
- If its Status says "Rejected", choose Update status from your Action column and make any necessary changes.
- From the Action column, click Convert to invoice.
- Make any updates to your invoice if needed.
- Select Save.
In the event you're using your old estimates and invoices experience, the steps will be a bit different.
Please don't hesitate to send a reply if there's any additional questions. Have a lovely Monday!
