How to accept an Estimate and convert to an Invoice

In this video, we’ll continue the workflow for Estimate 1003 to show how your Client will accept it via the email sent to them and then once accepted, how to convert that accepted Estimate to an Invoice. We’ll also walk through how to manually mark an Estimate as Accepted and a tip on where to save your documentation from the client telling you they accepted it (which is what should be the prompt for you to manually mark it as accepted). Happy viewing!

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Creating a new Estimate

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Customer Hub: Estimates page edit, search, and batch functionality