Convert an estimate into an invoice
This article explains how to convert an estimate into an invoice in FreeAgent.
Please note:
- You should only convert an estimate into an invoice once it’s been approved by a customer.
- You'll only see the option to convert an an estimate into an invoice once an estimate has been marked as ‘Sent’.
- You won’t be able to convert an estimate into an invoice if you have an unincorporated landlord account.
Navigate to the 'Work' tab at the top of the screen and select 'Estimates' from the drop down menu.
Select the reference number of the relevant estimate from the list and select 'Convert to Invoice' above the estimate.
This will convert the estimate into a draft invoice and give it the next invoice number in sequence. Please note that this will usually be a different number from the one it had as an estimate.
Once the estimate has been converted into an invoice, you can edit the invoice by adding more items to the invoice and send it to your contact.
Please note that if you have selected any ‘Contact-level email settings’ for this contact, for example to email payment reminders to them, these will not be automatically selected on the invoice created from the estimate and you’ll need to add them manually.
To include any email options, you’ll need to edit the draft invoice and select the relevant options before sending it to your contact.