Changing an Estimate to an Invoice

To change an estimate to an invoice, use the following steps.

1. Open the estimate you wish to change. See also: Finding an Invoice

2. Use the down arrow to the right of Estimate Type to select the new invoice type you would like it to be. Note:
   There will be different options available depending on whether the
   estimate is client-based or session-based. A client-based estimate
   cannot become a session-based invoice.

   

3. Click Save & Close to save the invoice.