Step-by-step guide

Create an invoice from accepted work

Pro turns an accepted estimate into a job and printable invoice.

1. 1

   Open the accepted estimate from Dashboard.

2. 2

   Choose Create invoice or View invoice.

3. 3

   Review the job, totals, and invoice before emailing it.

4. 4

   Keep the accepted proposal link available for customer payment.

Customer checkout uses the accepted proposal balance, not a separate amount edited only on the invoice.

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