Converting an estimate to an invoice

Once a client accepts an estimate, you can turn it straight into an invoice without retyping the line items.

1. Open Estimates in the sidebar.
2. Find the estimate, open its "..." menu, and click Convert to invoice. (You can also do this from the estimate's own detail page, where the same action appears as Convert to Invoice in the action menu.)
3. Review the new invoice — the estimate's line items, client and totals carry over automatically.
4. Click Save invoice, then send it from the invoice's detail page when you're ready.