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Replying to:
Bryan_M
QuickBooks Team

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Hey there, @tpmcma.

 

You'd gladly hear that it's possible to create an invoice from your estimate template. Let me help you with how to do it.

 

You'll need to create an invoice and name it Estimate. Next, open your invoice and change the template to Estimate, and then mark it Pending. 

 

Know if you need to turn it back to an invoice, mark it Final, and change the template back to the Invoice template.

 

If you want to learn how to make an invoice for an estimate. You can read through this article: Create an invoice for an estimate.

 

For more queries about managing your estimate and invoice template, don't hesitate to reply to this post. Keep safe and enjoy your day!

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