When a client accepts an estimate, convert it into an invoice — every line item, tax rate, and discount is carried across so there is nothing to re-type.

  1. Open the estimate from the Estimates list.
  2. Click Convert to Invoice (or, if you mark the estimate Won first, the same action becomes available).
  3. Review the pre-populated invoice — adjust line items, dates, or notes if anything has changed since the estimate was issued.
  4. Click Save.

A new invoice is created in Draft status with the estimate's content. The estimate's status changes to Won, and the two records remain linked so you can trace the relationship.

Tip: Mark an estimate Declined if the client doesn't proceed — declined estimates stay in the system for your historical pipeline reports but no longer appear as outstanding.