Converting Estimate To Invoice
How to convert an estimate to an invoice? Converting an estimate to invoice manually can be exhausting. Agiled gives you ability to instantly convert your estim
Updated 1 min read
How to convert an estimate to an invoice?
Converting an estimate to invoice manually can be exhausting. Agiled gives you ability to instantly convert your estimates into invoices saving you a lot of time and effort.
To convert an estimate to an invoice go to Finance - Estimate and find the invoice you want to convert into an invoice.
In the action column click the 3 dots which will open some options for you. Click Create Invoice and It will automatically create an invoice by pulling the details from the estimate.
It will take you to the create invoice page with all the details already filled in. Edit any details you want and create invoice instantly.
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Questions about this? Agiled Assist answers from these articles.