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Create an invoice from an estimate

Updated over a year ago

You can easily convert an estimate into an invoice knowing that all the amounts and line items will be included.
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Navigate to Estimates in the side panel, select your accepted estimate, navigate to the Actions button, select Create Invoice from the drop-down menu. Via this method, it will capture estimate line items and create your invoice for review, edits, preview and send to you client.
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If you need to invoice a single line item, a part, or percentage of an invoice, refer to this Knowledge Base article Invoice a part, or percentage of an accepted estimate.

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