Creating an invoice from an estimate ensures alignment between what was agreed upon and what is invoiced. Wiplist invoices can be generated from the estimate, eliminating the need for duplicate data entry and allows for deposit, partial, progress, or invoices upon completion, tailored to suit both project and client requirements.
From your estimate, navigate to Actions, select Create Invoice from the drop-down menu, and click confirm to Create Invoice. Your invoice will appear and can be edited, or customised to client requirements prior to releasing.
