How to convert an estimate to an invoice
Learn how to convert an estimate to an invoice on Bookipi Invoice mobile app with these 4 easy steps:
Step 1: Select ‘Estimate’.
Select the 'Estimate' tab from the options above.
Step 2: Choose the estimate you want to convert.
Choose the estimate from your list and swipe left on the one you want to convert.
Another option is to open the estimate, and select ‘More’ in the lower right corner of your screen.
Step 3: Select ‘Copy’.
Swiping the estimate to the left will show you options. Tap ‘Copy’ to convert your estimate into an invoice.
Alternatively, when you open the estimate and click ‘More’, you'll find an option to tap 'Copy' to convert your document.
Step 4: Select 'Invoice'.
Select ‘Invoice’ to convert your estimate to an invoice.
Common FAQs about how to to convert an estimate to an invoice
Q: Can I customize the invoice after converting it from an estimate?
A: Definitely. You can modify the invoice details before sending it to your customer.
Q: Will the estimate be deleted after I convert it to an invoice?
A: No, converting an estimate to an invoice does not delete the original estimate. It remains saved in your estimate list for reference.
Q: Can only estimates be converted to invoices, and not other documents?
A: No, the above steps are also applicable to other document types.
Discover more tutorials for Bookipi Invoice on mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.