• In the Documents section click on Estimates, Orders or Pro forma invoices 
  • A list of documents appears
  • Choose the desired document and click on it
  • A preview appears
  • In the upper right corner you will find a Create button 
  • Click on the button and select Create invoice 
  • A new invoice is created with the order data 
  • Change the date and details if necessary and click Save

Note: If you don't see the possibility to create an invoice, then an invoice has been already created in the past. You can check the Timeline to see more details.  


  • In the Documents section tap Estimates, Orders or Pro forma invoices 
  • A list of all documents appears
  • Select and tap the desired document you want to create an invoice from
  • On the lower black bar tap on More 
  • A menu appears
  • Select Create invoice
  • A new window appears with the data from the document
  • You can change the data if you want just as in a regular invoice
  • When you are ready click Save - a new invoice with a new number is created
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