Converting a quote to an invoice

Estimates can easily be converted directly to an invoice without needing to re-enter information like the date, client and amount.

After your client accepts your estimate and have converted the information into an invoice, the new invoice will follow the invoice number sequence. Once you have completed the agreed upon work, send off the invoice and get paid.

iPhone and iPad

  1. Tap on Estimates
  2. Open the estimate
  3. Tap on Copy to invoice
  4. Tap Copy
  5. Edit the information on the invoice, if needed
  6. Tap Save

Android

  1. Open the estimate
  2. Tap on Copy to invoice
  3. Tap Copy
  4. Edit the information on the invoice, if needed
  5. Tap Save

Web

  1. Click on Estimates
  2. Open the estimate
  3. Click the Menu dropdown represented by the three dots.  
  4. Click Convert to invoice
  5. Edit the information on the invoice, if needed
  6. Click Save and close

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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