Converting invoices into estimates

Billings can convert your invoice templates into estimate templates. An estimate template created this way retains the style and appearance of the invoice template. For example, if you need an invoice, estimate, and a statement that look alike visually, then you can initially create the invoice template and later convert it into an estimate and a statement.

Keep in mind that these procedures can be used only for converting invoices into estimates and not vice versa.

To convert invoices into estimates

  1. Choose Design > Conversion > Convert Invoice to Estimate.
  2. Select an invoice template.
  3. Click Open.

    Billings converts the invoice template into an estimate template and opens it in the Report Designer.

  4. Save the estimate template.

See also

About invoices

About estimates

Converting invoices into statements

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