Agiled Knowledge Base
Finance

Converting Estimate To Invoice

Updated April 4, 2026
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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.

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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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