Conversion Process
Convert an accepted estimate to invoice:
- Open the accepted estimate
- Click "Convert to Invoice" button
- Review all line items (make changes if needed)
- Adjust payment terms and due date
- Add or update notes
- Click "Create Invoice"
- Invoice is created and estimate is marked as converted
What Converts
Data that transfers from estimate to invoice:
- All line items with quantities and prices
- Client and project information
- Service address details
- Discounts applied to estimate
- Tax rates and calculations
- Introduction and notes
- Attachments and photos
- Custom fields
Making Changes After Conversion
Adjust the invoice during conversion:
- Add or remove line items based on actual work
- Adjust quantities for actual usage
- Update prices for change orders
- Add additional charges (trip fees, after-hours, etc.)
- Remove optional items not selected
- Update terms and due dates
Handling Deposits
Deposits are handled:
- Collected deposits appear as payment on invoice
- Remaining balance calculated
- Deposit amount shown on invoice for transparency
- Can adjust deposit if needed before finalizing
- Original estimate linked for reference