PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Invoices > 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.

  3. Click Save & Close to save the invoice.




See also
Creating an Invoice
Creating a Session Invoice
Creating a Client Invoice
Importing Invoices
Creating an Estimate
Discounting an Invoice
Using Coupons
Finding an Invoice
Deleting an Invoice
Duplicating an Invoice Line
Copying an Invoice
Printing or Emailing an Invoice
Printing an Image Detail Sheet
Quick Sale Invoices
Gift Certificates
TSYS (Cayan) Gift Cards
Employee Commissions
Avalara Tax Integration
UPS Integration
Online Payments (myStratus Only)
FAQ: How to move an invoice from one client to another
FAQ - Deposits vs. Credit Balances
FAQ - Sales Tax Reporting
FAQ - Printing a Client Statement
FAQ - Tracking the Costs of an Invoice
FAQ - Transferring a Credit Balance
FAQ - Using Third-Party Coupons (Groupon)
FAQ - Writing Off Invoices


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