{"id":6625,"date":"2023-05-24T10:04:08","date_gmt":"2023-05-24T10:04:08","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%ad%d9%88%d9%8a%d9%84-%d8%b9%d8%b1%d8%b6-%d8%a7%d9%84%d8%b3%d8%b9%d8%b1-%d8%a5%d9%84%d9%89-%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9-%d9%85%d8%a8%d8%a7%d8%b4%d8%b1%d8%a9%d9%8b\/"},"modified":"2025-01-23T13:54:19","modified_gmt":"2025-01-23T13:54:19","slug":"converting-an-estimate-to-an-invoice","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/converting-an-estimate-to-an-invoice\/","title":{"rendered":"Converting an Estimate into an Invoice Directly"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Estimates and invoices are two sides of the same coin. An Estimate can be seen as an initial invoice, containing product or service information, estimated costs, client data, and any other relevant details. If an agreement is reached between you and the client, you will then need to create an invoice.<\/p>\n<p>To simplify the process, the system allows you to create an estimate and directly convert it into an invoice without the need to create a new invoice from scratch. Additionally, there are other advantages that we will discuss in the following sections.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space height=&#8221;64&#8243; css=&#8221;.vc_custom_1677491013241{margin-left: 120px !important;}&#8221;][vc_custom_heading text=&#8221;Create an Estimate&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697540851800{margin-left: 0px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]Creating an estimate in the system is a straightforward process. Since our focus in this topic is specifically on<strong> how to convert an estimate into an invoice directly<\/strong>, we will not go into the details of the creation process. Instead, we will provide an overview in the following paragraphs. For a more in-depth explanation and clarification, you can refer to the guide on <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/creating-an-estimate\/\">creating a new estimate<\/a>.[\/vc_column_text][vc_custom_heading text=&#8221;Activate The Sales App&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:justify|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697541351074{margin-left: 0px !important;}&#8221;][vc_column_text]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-59\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Before starting the steps to create an estimate, it is essential to <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-sales-app\/\">enable the sales app<\/a> in your account.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-83.png\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6627 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-83.png\" alt=\"\" width=\"1365\" height=\"613\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-83.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-83-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-83-1024x460.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-83-768x345.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/span><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;First: Fill in the General Details for the Estimate.&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:justify|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697541583403{margin-left: 0px !important;}&#8221;][vc_column_text]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-63\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>The general details for the estimate include how to save the estimate, the client&#8217;s name, estimate number, estimate, and the salesperson.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28142 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/78554.png\" alt=\"\" width=\"1366\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/78554.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/78554-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/78554-1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/78554-768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Second: Fill in the Details of the Estimate Items&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:justify|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697542232308{margin-left: 0px !important;}&#8221;][vc_column_text]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-67\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>The details of the estimate items include the products and services included in the estimate, the unit price, quantity, item-level discount, and tax information applicable to the estimate.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28144 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/5454.png\" alt=\"\" width=\"1194\" height=\"558\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/5454.png 1194w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/5454-300x140.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/5454-1024x479.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/5454-768x359.png 768w\" sizes=\"auto, (max-width: 1194px) 100vw, 1194px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Third: Fill in the Shipping and Discount Details.&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:justify|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697542728074{margin-left: 0px !important;}&#8221;][vc_column_text]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-73\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>The discount details at the estimate level, settlement, as well as shipping details and options, associated costs, and applicable taxes.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-89.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6635 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-89.png\" alt=\"\" width=\"1039\" height=\"133\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-89.png 1039w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-89-300x38.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-89-1024x131.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-89-768x98.png 768w\" sizes=\"auto, (max-width: 1039px) 100vw, 1039px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;Fourth: Add Notes and Terms&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:justify|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697542982694{margin-left: 0px !important;}&#8221;][vc_column_text]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-77\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>In this part of the estimate, you can add terms, conditions, or notes related to the estimate. There is a text area that can be formatted as needed, as shown in the image.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6637 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-90.png\" alt=\"\" width=\"1046\" height=\"150\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-90.png 1046w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-90-300x43.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-90-1024x147.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-90-768x110.png 768w\" sizes=\"auto, (max-width: 1046px) 100vw, 1046px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space height=&#8221;64&#8243; css=&#8221;.vc_custom_1677491013241{margin-left: 120px !important;}&#8221;][vc_custom_heading text=&#8221;Converting an Estimate into an Invoice Directly.&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697543226887{margin-left: 0px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]We have successfully created the estimate for the client, Ashrakat. She has accepted it. Now, to complete the sales process, we will need to <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/creating-an-invoice\/\">create a sales invoice<\/a>.<\/p>\n<p>You have the option to create a new sales invoice, or you can directly convert the estimate into an invoice, saving time and effort. This can be done by clicking on the &#8216;<strong>Convert to Invoice<\/strong>&#8216; button and confirming the conversion, as shown in the following image.&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28146 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/7488745.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/7488745.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/7488745-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/7488745-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/7488745-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1697543802331{margin-left: 0px !important;}&#8221;]<\/p>\n<blockquote>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-83\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Here, it&#8217;s important to note that to convert an estimate directly into an invoice, it must be approved by the client. Therefore, if the client hasn&#8217;t yet approved the estimate after receiving it via email, you will receive the message shown in the following screen, notifying you that the client has not yet approved the estimate and requesting you to confirm the approval manually.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-92.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6641 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-92.png\" alt=\"\" width=\"1022\" height=\"248\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-92.png 1022w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-92-300x73.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/Screenshot-92-768x186.png 768w\" sizes=\"auto, (max-width: 1022px) 100vw, 1022px\" \/><\/a><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-85\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>After confirming the approval of the estimate, the system will take you directly to the sales invoice screen, which will include all the estimate details. You will only need to review the invoice details and then click &#8216;Save and Send.&#8217;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28148 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/767676.png\" alt=\"\" width=\"1198\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/767676.png 1198w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/767676-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/767676-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/05\/767676-768x384.png 768w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/>[\/vc_column_text][vc_column_text]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-87\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Thus, we have reached the end of the topic on creating an estimate and converting it into an invoice. We have covered the details of how to create a new estimate, send it to the client for approval, and convert the estimate into a sales invoice after the client&#8217;s approval.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":16,"template":"","categories":[2149,2036,2154],"tags":[4413,4017,4414],"class_list":["post-6625","user_manual","type-user_manual","status-publish","hentry","category-invoices-and-estimates","category-sales","category-estimates","tag-convert-estimate","tag-convert-estimate-to-invoice","tag-create-an-estimate"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Converting an Estimate into an Invoice Directly - Daftra Knowledge Base<\/title>\n<meta name=\"description\" content=\"\u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \u062a\u062a\u0636\u0645\u0646 \u0627\u0644\u0641\u0627\u062a\u0648\u0631\u0629 \u0646\u0641\u0633 \u0628\u064a\u0627\u0646\u0627\u062a \u0639\u0631\u0636 \u0627\u0644\u0633\u0639\u0631. \u062a\u0639\u0631\u0641 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0647\u0630\u0627 \u0627\u0644\u062f\u0644\u064a\u0644 \u0639\u0644\u0649 \u0643\u064a\u0641\u064a\u0629 \u062a\u062d\u0648\u064a\u0644 \u0639\u0631\u0636 \u0627\u0644\u0633\u0639\u0631 \u0628\u0639\u062f \u0645\u0648\u0627\u0641\u0642\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0639\u0644\u064a\u0647 \u0625\u0644\u0649 \u0641\u0627\u062a\u0648\u0631\u0629 \u0645\u0628\u0627\u0634\u0631\u0629\u064b.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/converting-an-estimate-to-an-invoice\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Converting an Estimate into an Invoice Directly - 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