Turn an accepted estimate into an invoice
Convert an accepted estimate into an invoice in one tap — no re-entering line items.
Once a customer accepts your estimate and the work is done, you can bill them without re-typing anything.
- 1Open the accepted estimate.
- 2Tap "Convert to invoice." All the line items carry over automatically.
- 3Adjust anything that changed on the job, or add a change order for extra scope.
- 4Send the invoice — the customer gets a link to view and pay online.
Extra work on the job?
Use a change order to add scope with the customer's written approval before you invoice, so you're paid for everything you did.
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