Converting Estimate to Invoice

Estimated reading: 1 minute

Akaunting simplifies converting Estimates to Invoices with a few clicks.

Converting Estimate to Invoice:

Go to the Estimates page from the Navigation Menu.
Select the Estimate you want to convert.
On the selected Estimate details page, click Convert to Invoice. This takes you to a New Invoice creation page.
You can Edit the Invoice details.
Then, click Save or Send To.

Note that it would be best to have an approved Estimate by the recipient before converting it to an Invoice.

Estimates can be marked as Approved or Refused.