Converting an estimate into an invoice
Once you’ve created an estimate, you can send it to your customer. When your customer receives the estimate in their inbox, they can then accept or decline directly on estimate.
If your customer accepts the estimate, you’ll receive a notification. Please note, you will no longer be able to edit the estimate once it has been accepted or declined.
If needed, you can also mark an estimate as accepted by opening the estimate in your Quaderno account and click the Accept option.
When you’re ready to invoice the customer, you can easily convert the accepted estimate into an invoice.
- On the estimates page, open the estimate you would like to convert into an invoice.
- Click the Convert into invoice option.
- Review the details for the invoice and save it.