Converting Estimate To Invoice

Updated April 25, 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.

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.

Creating Invoices

How to create an Invoice in Agiled? To create an invoice, go to Finance -> Invoiceand click on Plus button. This will take you to create invoice screen. Follow

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How to send payment link

You can follow these steps to send the payment link: 1. Go to the 'Finance', click 'Invoices.' 2. You can send the link of invoices by using the 3 dots menu und

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What currencies do Agiled support?

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How to change invoice template?

To change the invoice template follow these steps: 1. Go to the Finance option on the right side of the toolbar. 2 . Then click on ' Invoices' from the list. 3.

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Creating Estimates

How to create Estimate/Quote ? You can send professional estimates or quotes to your customers to get their approval and close more deals. To create an estimat

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Converting Estimate To Invoice

How to convert an estimate to an invoice?

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