Convert estimate to invoice

When your customer has accepted the terms of your estimate, it's time to convert that estimate into an invoice. The following steps will walk you through the process of converting an estimate into an invoice.

  1. From your Method dashboard, click Active on your Estimate App to open your Estimates List.
  2. Locate the estimate you wish to convert and click on it. You can search manually or use the search function at the top of the screen.
  3. At the bottom of the estimate, click Create Invoice.
This button takes you to your Invoices App to create your invoice. To learn how, click here.

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