> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to convert Proposal Estimate to Invoice ###### Step 1: - Login to the application with valid credentials. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_10uahp7.png) ###### Step 2: -Click on the Estimate module under the Sales and Billing Section . ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1nguw2r.png) ###### Step 3: - Click on the Create Estimate button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1u7u4pn.png) ###### Step 4: - Select the proposal from the dropdown. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_c6avw1.png) ###### Step 5: - Enter the required details in all fields. **Click on Add Section.** ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1207c7i.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_4adz7m.png) ###### Step 6:- Go to Settings. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_fevzum.png) ###### Step 7: - Mark the option Require E-signature and click on Done. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1z4odk.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_15b0uje.png) ###### Step 8: -Click on the Send on Mail button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_o4sphr.png) ###### Step 9: - Open the email and click on the provided link. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_11c0nmu.png) ###### Step 10: -Open the link in another browser or tab. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_is4cpw.png) ###### Step 11: - Click on the Accept button. A pop-up window will appear. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1o59nge.png) ###### Step 12: - Select any of the available signature methods. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1ctzt9y.png) **Write signature** ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_2ibior.png) **Upload Signature** ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_f5zhx4.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_m3qilz.png) **Draw Signature** ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1349lp0.png) ###### Step 13: -Click on Save. **Once the e-signature is completed, the chosen signature method will be visible at the bottom of the Estimate.** ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1qqmjn6.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_12rd1wq.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1yn4kbf.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_fgyuq0.png) ###### Step 14: - When exporting in PDF file all the Upload signature/Draw Signature and Write Signature will display at the button on PDF file. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1hvg5vz.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1d1v5b6.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_ai53f6.png) ###### Step 15: -Go to the Proposal Estimate section. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_pp4z6y.png) ###### Step 16: -Identify the estimate you want to convert. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1xtklho.png) ###### Step 17: -Click on the three dots (…) at the end of the row. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_dkfd17.png) ###### Step 18: -From the dropdown, select Convert to Invoice. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1nwxmmb.png) ###### Step 19: -A pop-up will appear with two options: ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_12twc3g.png) **Select All Items** → All items from the estimate will auto-populate in the Create Invoice screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_a9gsso.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_161c4gs.png) **Select Specific Line Items** → Only the chosen items will auto-populate in the Create Invoice screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1k3ukd3.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1neo7wv.png) ###### Step 20: -Click on save as draft or Send by Mail to send the invoice to the client. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_2ly31c.png)