Turn an estimate into an invoice

An estimate is a quote you send for approval; an invoice is the request for payment. Converting carries its line items, taxes and customer across in one step, so nothing is retyped, and the two records stay linked to each other afterwards. An estimate does not have to be marked accepted first — an active one converts too — but a cancelled or expired one will not. The new invoice takes its document settings from your organization defaults rather than from the estimate.