Product updates

Turning estimates into invoices

Update July 30, 2020

So far, the estimates accepted by your clients could be turned into invoices with the click of a button. To modify the resulting invoice one had to locate the new record, visit the corresponding invoice page and then hit the “Edit” button.

From now on, whenever you turn your estimate to an invoice by clicking on the “Create invoice” button from the drop-down menu, the invoice edit page will come up. All the invoice data will be conveniently pre-filled based on the corresponding estimate. This new small extra step in the invoicing process ensures that you get a chance to modify the invoice before it’s actually saved.

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