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:
Create Invoice from Estimate
1. From your Method:CRM dashboard, click Active on your Estimate App.
2. This opens your Estimates List. 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 grid.
3. At the bottom of the estimate, click Create Invoice.
This takes you to the Invoices App to create your invoice. For more information on invoices, check our article Creating an Invoice.