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How to Convert Estimates into Invoices?

Updated April 20, 2026
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How to Convert Estimates into Invoices?

Wherever you need an estimate in the form of an invoice, you can convert it immediately. It will help you to pursue business transactions.

Follow these steps to convert an estimate into an invoice:

  1. Open the particular estimate and click on the “More Actions” button.
  2. It will show various options.
  3. Select the “Convert to Invoice” option.
  4. It will take you to the invoice format.
  5. You can add and edit any information here.
  6. Click on the “Save” button at the bottom to save it as an invoice.
  7. You can find this invoice in the “Invoices” section.

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