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Documentation

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.

    Changing an Estimate to an Invoice in Stratus - screenshot

  3. Click Save & Close to save the invoice.

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