Learn how to convert an estimate to an invoice on Bookipi Invoice mobile app with these 4 easy steps. These steps also apply to converting other document types, like quotes or receipts, into invoices.

Select the 'Estimate' tab from the options above.

Choose the estimate from your list, swipe left, and then tap 'More' to proceed with converting the document.

After tapping 'More', tap ‘Copy’ to convert your estimate into an invoice.

Select ‘Invoice’ to convert your estimate to an invoice, or select the desired document type to which you want to convert your estimate.

A: Definitely. You can modify the invoice details before sending it to your customer.

A: No, converting an estimate to an invoice does not delete the original estimate. It remains saved in your estimate list for reference.

A: No, the above steps are also applicable to other document types, such as quotes, receipts, or duplicating invoices.

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.