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Home > Invoices and Payments > Invoice How To's > Changing an Estimate to an Invoice

Changing an Estimate to an Invoice

To change an estimate to an invoice, use the following steps.

  1. Open the estimate you wish to change. See also: Finding an Invoice

  2. Use the down arrow to the right of Estimate Type to select the new invoice type you would like it to be. Note: There will be different options available depending on whether the estimate is client-based or session-based. A client-based estimate cannot become a session-based invoice. See also:

  3. Click Save & Close to save the invoice.

 


See also
Creating a Session Invoice
Creating an Estimate
Creating a Client Invoice
Creating a Quick Sale Invoice
Discounting an Invoice
Finding an Invoice
Deleting an Invoice
Using Invoice Statuses
Printing or Emailing an Invoice or Estimate


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