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Convert estimates to invoices

Move approved estimates into invoices without re-entering line items or losing tax configuration.

5 min readUpdated April 12, 2026

Conversion workflow

When a client accepts an estimate, convert it in one click. Linked documents preserve numbering references for audit trails.

  1. Open the approved estimate and click Convert to invoice.
  2. Review line items and due dates; adjust if scope changed.
  3. Send the invoice using your default billing profile.

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