How to turn an accepted estimate into an invoice
Invoice Dash can convert an estimate into an invoice without re-entering the same client and line items. Review the result because an estimate and a request for payment serve different purposes.
App used in this guide: Invoice Dash ↗
Before you begin
Confirm the accepted scope and price outside the app through your normal client process. If the work changed after the estimate, decide which adjustments belong on the invoice before converting.
Step by step
- Open the estimate in Invoice Dash.
- Use the convert-to-invoice action.
- Review the new invoice's date, number, due date and line items.
- Preview and share the invoice after confirming the final amount.
Check the result
Check that any deposit, discount or changed quantity is reflected appropriately in your records. Do not bill the same agreed amount twice because both an estimate and an invoice appear in your document list.
Limits and troubleshooting
Conversion does not establish that the client accepted the estimate or completed a payment. Keep the original agreement and supporting communication according to your business process, and verify the final document before sending it.
SpaceNode Free Tools
- 🧾 VAT CalculatorAdd VAT to a net price or remove VAT from a gross price at any rate (20%, 15%, 10%, 5%…). Net, tax and gross at once, plus a line-item calculator for quotes and invoices.
- 🏷️ Discount CalculatorWork out the sale price after a percentage off, the discount percentage from two prices, stacked discounts like 20% + extra 10%, and the real price per item in BOGO deals.
Sources and further reading
Source language may differ
Publisher disclosure: SpaceNode develops the app described here. Screens and options can vary by version, device and region. Manufacturer names identify compatibility and do not imply endorsement.