How to convert Proposal Estimate to Invoice

Step 1: - Login to the application with valid credentials.

Step 2: -Click on the Estimate module under the Billing section.

Step 3: - Click on the Create Estimate button.

Step 4: - Select the proposal from the dropdown.

Step 5: - Enter the required details in all fields.

Click on Add Section.

Step 6:- Go to Settings.

Step 7: - Mark the option Require E-signature and click on Done.

Step 8: -Click on the Send on Mail button.

Step 9: - Open the email and click on the provided link.

Step 10: -Open the link in another browser or tab.

Step 11: - Click on the Accept button. A pop-up window will appear.

Step 12: - Select any of the available signature methods.

Write signature

**Upload Signature **

**Draw Signature **

Step 13: -Click on Save.

Once the e-signature is completed, the chosen signature method will be visible at the bottom of the Estimate.

Step 14: - When exporting in PDF file all the Upload signature/Draw Signature and Write Signature will display at the button on PDF file.

Step 15: -Go to the Proposal Estimate section.

Step 16: -Identify the estimate you want to convert.

Step 17: -Click on the three dots (…) at the end of the row.

Step 18: -From the dropdown, select Convert to Invoice.

Step 19: -A pop-up will appear with two options:

* Select All Items → All items from the estimate will auto-populate in the Create Invoice screen.

* Select Specific Line Items → Only the chosen items will auto-populate in the Create Invoice screen.

Step 20: -Click on Send by Mail to send the invoice to the client.

Updated on: 23/09/2025