Mobile app
Go to Documents and open Estimates
Tap the estimate or quote you want to convert
Swipe up the action bar at the bottom
Tap Convert to an invoice
A new invoice is created with all the details pre-filled
Adjust any details if needed
Tap Save - a new invoice with a new number is created
Website
Go to Documents - Estimates
Click on the estimate to open the preview
Click the Create button in the upper-right corner
Select Create invoice
Adjust the date and details if needed
Click Save
Tip: If the option to create an invoice is not visible, an invoice has already been created from that document. Check the document timeline to confirm.
Note: Once you create an invoice from a quote or estimate, the document status changes to Invoiced.
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