How do I turn an approved estimate into an invoice?

Once your customer approves an estimate, you don't need to retype anything.

1. Open the approved estimate.
2. Choose the option to "Create Invoice (Skip Job)"
3. The line items, amounts, and customer details carry over.
4. Review the invoice, including taxes and any deposit already paid, then send it by email or text.

Invoices are also created automatically when you mark a job complete. You can track whether an invoice was sent, viewed, paid, or overdue from the invoice list.