{"id":603,"date":"2023-04-06T16:46:46","date_gmt":"2023-04-06T13:46:46","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/invoices-estimates\/converting-an-estimate-to-invoice\/"},"modified":"2023-11-23T10:41:26","modified_gmt":"2023-11-23T07:41:26","slug":"converting-estimate-to-invoice","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/invoices-and-estimates\/converting-estimate-to-invoice\/","title":{"rendered":"Converting Estimate to Invoice"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Akaunting simplifies converting Estimates to Invoices with a few clicks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Converting Estimate to Invoice:<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06164833\/convert-to-invoice.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Estimates<\/strong> page from the Navigation Menu.<\/li>\n\n\n\n<li>Select the Estimate you want to convert.<\/li>\n\n\n\n<li>On the selected Estimate details page, click <strong>Convert to Invoice. <\/strong>This takes you to a New Invoice creation page.<\/li>\n\n\n\n<li>You can Edit the Invoice details.<\/li>\n\n\n\n<li>Then, click <strong>Save<\/strong> or <strong>Send To<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Note that it would be best to have an approved Estimate by the recipient before converting it to an Invoice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Estimates can be marked as <strong>Approved<\/strong> or <strong>Refused.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Akaunting simplifies converting Estimates to Invoices with a few clicks. Converting Estimate to Invoice: 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.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":552,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-603","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/603","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=603"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/603\/revisions"}],"predecessor-version":[{"id":1465,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/603\/revisions\/1465"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/552"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=603"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=603"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}