How do I turn an estimate or completed job into an invoice?

For an estimate, click the three dots next to it in the Estimates module and choose Convert to Invoice. For a completed job, go to Schedule›Actions›Jobs Queue, approve the job, then choose Convert to Invoice from the Approved for Invoice column.

From an estimate

1. Go to the Estimates module and find the estimate.

2. Click the three dots next to it and choose Convert to Invoice.

   • Or open the estimate and click Actions›Convert to Invoice.

   

3. The Create an Invoice window opens in the Invoices module. Materials, labor, services, notes, taxes, discounts, customer details and payment terms are copied from the estimate.

4. Review and edit anything you need.

5. Click Save or Save and Close.

The estimate's status changes to Invoiced, the invoice appears in the Invoices module, and it's added to the customer's profile.

From a completed job

1. Go to the Schedule module and click Actions›Jobs Queue.

2. Find the job in the Completed Jobs column.

3. Click the three dots next to it and choose Approve. The job moves to Approved for Invoice.

4. Click the three dots next to the job and choose Convert to Invoice.

5. The invoice edit page opens. Make any changes and save.

Combine several jobs into one invoice: in the Jobs Queue, check the boxes for jobs from the same customer and click Create One Invoice for Multiple Jobs. The invoice edit page opens.

You can also convert a job from the Jobs tab of the customer's profile: click the three dots next to the job and choose Convert to Invoice.

Other ways to create an invoice

You can also start an invoice from scratch in the Invoices module, or from the Invoices tab of a customer's profile by clicking + Add New. See How do I create and manage invoices?

Common questions