Steps to Convert an Estimate/Quote to an Invoice
Open Invoice Fly.
Tap on the Estimates icon located in the menu at the bottom of the screen.
Find and select the estimate or quote you wish to convert into an invoice from your list.
Tap the More button (usually represented by three dots or a similar icon) located in the bottom right corner of the screen.
Select the Convert to Invoice option from the dropdown menu.
Confirm the conversion when prompted. The estimate or quote will now be converted into an invoice.
Review the Converted Invoice:
The converted invoice will open automatically for review. Ensure all details are correct and make any necessary adjustments.
Editing the Converted Invoice
Find and select the invoice that was converted from an estimate or quote.
Tap the Edit Invoice button to modify the invoice.
You can update client details, add or remove items, adjust quantities, prices, discounts, taxes, and payment terms.
After making the necessary edits, tap the Save button to update the invoice.
Once the invoice is finalized, you can send it to your client using the Send Invoice button. You can choose to send it via email, link, or PDF.