How do I turn a signed estimate into an invoice?
Convert an approved estimate into an invoice in one click, no re-typing.
Open the opportunity (or project) you want to bill and click "New invoice." In the invoice builder, click the "Import" button in the header to pull line items from an existing estimate on the same opportunity. Pick which estimate to import from and the line items, sections, and totals carry over; the customer, project, and address are already set from the opportunity.
Adjust the amount due, payment terms, and due date as needed. You can import a percentage of the estimate for a progress invoice and import the remainder onto a follow-up invoice later. The original estimate stays on the opportunity for reference.
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More in Pipeline & deals
How do estimates work?
Build an estimate line by line, send it to your customer for approval online, and turn it into an invoice when they say yes.
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Build stages that match how your team actually sells.
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Pull a closed-lost deal back into an active stage.
How do I track where my leads came from?
Tag every opportunity with a lead source so you can report on which channels are working.