How to convert an estimate to an invoice
Learn how to convert an estimate to an invoice on Bookipi Invoice mobile app with these 5 easy steps:
Step 1: Tap the category drop-down menu.
From your dashboard, tap the category drop-down menu on the upper left of your screen.
Step 2: Select 'Estimate'.
Select the 'Estimate' category from the available options.
Step 3: 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 4: Tap on ‘Copy’.
Swiping the estimate to the left will show you options. Tap ‘Copy’ to convert your estimate into an invoice.
On the other hand, after clicking ‘More’ when you open the estimate, you'll find an option to tap 'Copy' to convert your document.
Step 5: Select 'Invoice'.
Select ‘Invoice’ to convert your estimate to an invoice.
Please note that these steps also apply to any other document types.
Alternatively, watch our simple step-by-step video guide to convert estimates to invoices below:
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.