Create Invoice from Estimate

Step by Step: Create Invoice from Estimate

To create an invoice from the estimate you just created, the easiest way to find that estimate is from the money bar in the Customer Center.

1. Select Sales à Customers from the left navigation bar.

2. Click the Estimates rectangle in the far-left section of the money bar to display a list of open estimates.

3. Locate Cool Cars and on the list of open estimates.

4. Find the estimate you want to turn into an invoice, then select Start invoice at the far right.

ROI Accounting, LLC serves St. George locally and the U.S. remotely and provides a full range of QuickBooks support and bookkeeping services. As always, if you have any questions, please give us a call.

Partial example from sample company to the right:

© 2019 by ROI Accounting, LLC

ROI Accounting, LLC


Tel: 435-319-5605
Email: Support@ROIaccountingLLC.com​
Address:
250 N. Red Cliffs Dr. 4B-431

St. George, UT 84790

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