--- title: What Types of Other Financial Documents Can I Convert a Material Order To? description: Save time by copying the data from your Material Orders into another type of financial document. --- [Skip to content](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-a-material-order-to#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en) 3. [Legacy Material Orders](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-material-orders) # What Types of Other Financial Documents Can I Convert a Material Order To? ## Save time by copying the data from your Material Orders into another type of financial document. **Note:** This is a feature that must first be [enabled](https://support.jobnimbus.com/how-do-i-enable-material-orders?hsLang=en) through settings. #### Jump to: - [Converting to a Work Order](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-a-material-order-to#WO) - [Converting to an Estimate](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-a-material-order-to#estimate) - [Converting to an Invoice](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-a-material-order-to#invoice) Within your JobNimbus account, navigate to the [Material Order](https://support.jobnimbus.com/how-do-i-create-a-material-order?hsLang=en) you want to convert: - First, navigate to the **Material & Work Orders** section under the left-side menu  ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-28%20at%207-55-54%E2%80%AFAM-png-1.png?width=220&height=370&name=Screenshot%202025-07-28%20at%207-55-54%E2%80%AFAM-png-1.png) - Click on the **3 dots** to the right of the description panel ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-28%20at%209-44-02%E2%80%AFAM-png-1.png?width=1614&height=665&name=Screenshot%202025-07-28%20at%209-44-02%E2%80%AFAM-png-1.png) - Under the "**Convert to**" section, select one of the options ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-28%20at%209-44-42%E2%80%AFAM-png.png?width=163&height=336&name=Screenshot%202025-07-28%20at%209-44-42%E2%80%AFAM-png.png) --- #### Work Order This is a feature that must be [enabled](https://support.jobnimbus.com/how-do-i-enable-work-orders?hsLang=en) through settings. - When selecting this option, a new Work Order will be created, complete with the line items you added to your Material Order.  - Any additional line items will need to be manually entered. Changes made to the newly created Work Order will not automatically update the Material Order from which it was converted, and changes made to the original Material Order will not automatically update your Work Order. - Fill out the appropriate fields at the top and then be sure to hit **Save work order** when you are done. ![](https://support.jobnimbus.com/hubfs/Screen%20Shot%202022-08-29%20at%201-59-35%20PM-png-png-1.png) Learn more about creating Work Orders [here](https://support.jobnimbus.com/how-do-i-create-a-work-order?hsLang=en). --- #### Estimate **Note:** This method will only work for converting Material Orders to Legacy Estimates. You cannot convert Material Orders to the New Sales Experience Estimates. Learn more about the New Sales Experience Estimates [here](https://support.jobnimbus.com/how-do-i-create-an-estimate-in-the-new-sales-experience?hsLang=en).  - When selecting this option, a new Estimate will be created, complete with the line items you added to your Material Order.  - Any additional line items will need to be manually entered. Changes made to the newly created Estimate will not automatically update the Material Order from which it was converted, and changes made to the original Material Order will not automatically update your Estimate. - Configure thefields at the top as needed, then hit **Save estimate** when you are finished. - If the feature is enabled, you can also make [additional markups](https://support.jobnimbus.com/can-i-add-different-mark-ups-to-individual-line-items?hsLang=en) to your line items while editing the Estimate. ![](https://support.jobnimbus.com/hubfs/Screenshot%202022-11-01%20at%201-34-55%20PM-png.png) Learn more about creating Estimates [here](https://support.jobnimbus.com/how-do-i-create-an-estimate?hsLang=en). --- #### Invoice - When selecting this option, a new Invoice will be created, complete with the line items you added to your Material Order.  - Any additional line items will need to be manually entered. Changes made to the newly created Invoice will not automatically update the Material Order from which it was converted, and changes made to the original Material Order will not automatically update your Invoice. - Adjust the **Terms** and **Due Date** fields at the top as needed, then hit **Save Invoice** when you are finished. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-28%20at%2010-36-50%E2%80%AFAM-png.png?width=1918&height=902&name=Screenshot%202025-07-28%20at%2010-36-50%E2%80%AFAM-png.png) Learn more about creating Invoices [here](https://support.jobnimbus.com/how-do-i-create-an-invoice?hsLang=en). - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos) - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#subcontractors-as-contacts) - [Communications](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#communications) - [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#main-content) - [Syncing Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#syncing-your-calendar) - [Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#your-calendar) - [Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#tasks) - [Record Scheduling](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#record-scheduling) - [Financials](https://support.jobnimbus.com/financials?hsLang=en#main-content) - [Estimates](https://support.jobnimbus.com/financials?hsLang=en#estimates) - [Invoices](https://support.jobnimbus.com/financials?hsLang=en#invoices) - [Work Orders](https://support.jobnimbus.com/financials?hsLang=en#work-orders) - [Material Orders](https://support.jobnimbus.com/financials?hsLang=en#material-orders) - [Margin and Markup](https://support.jobnimbus.com/financials?hsLang=en#margin-and-markup) - [Products and Services](https://support.jobnimbus.com/financials?hsLang=en#products-and-services) - [Taxes](https://support.jobnimbus.com/financials?hsLang=en#taxes) - [Measurements](https://support.jobnimbus.com/financials?hsLang=en#measurements) - [Profit Tracker](https://support.jobnimbus.com/financials?hsLang=en#profit-tracker) - [Payments](https://support.jobnimbus.com/financials?hsLang=en#payments) - [Credit Memos](https://support.jobnimbus.com/financials?hsLang=en#credit-memos) - [Financing](https://support.jobnimbus.com/financials?hsLang=en#financing) - [Reports](https://support.jobnimbus.com/reports?hsLang=en#main-content) - [Insights](https://support.jobnimbus.com/reports?hsLang=en#insights) - [Classic Reports](https://support.jobnimbus.com/reports?hsLang=en#classic-reports) - [Built-in Reports](https://support.jobnimbus.com/reports?hsLang=en#built-in-reports) - [Analytics](https://support.jobnimbus.com/reports?hsLang=en#analytics) - [Settings](https://support.jobnimbus.com/settings?hsLang=en#main-content) - [General Settings](https://support.jobnimbus.com/settings?hsLang=en#general-settings) - [Company Info](https://support.jobnimbus.com/settings?hsLang=en#company-info) - [Team](https://support.jobnimbus.com/settings?hsLang=en#team) - [Groups](https://support.jobnimbus.com/settings?hsLang=en#groups) - [Estimate Settings](https://support.jobnimbus.com/settings?hsLang=en#estimate-settings) - [Workflows](https://support.jobnimbus.com/settings?hsLang=en#workflows) - [Templates](https://support.jobnimbus.com/settings?hsLang=en#templates) - [Forms](https://support.jobnimbus.com/settings?hsLang=en#forms) - [Subscription](https://support.jobnimbus.com/settings?hsLang=en#subscription) - [Mobile Settings](https://support.jobnimbus.com/settings?hsLang=en#mobile-settings) - [Automations](https://support.jobnimbus.com/automations?hsLang=en#main-content) - [Event-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#event-based-automations) - [Time-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#time-based-automations) - [Automation Recipes](https://support.jobnimbus.com/automations?hsLang=en#automation-recipes) - [Engage](https://support.jobnimbus.com/engage?hsLang=en#main-content) - [Set-Up](https://support.jobnimbus.com/engage?hsLang=en#set-up) - [Usage](https://support.jobnimbus.com/engage?hsLang=en#usage) - [AssistAI](https://support.jobnimbus.com/assistai?hsLang=en) - [JobNimbus Marketing](https://support.jobnimbus.com/jobnimbus-marketing?hsLang=en) - [JobNimbus Payments](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#main-content) - [Account Set-Up](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#account-set-up) - [Usage](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#usage) - [Fees and Transactions](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#fees-and-transactions) - [Tracking and Reporting](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#tracking-and-reporting) - [QuickBooks](https://support.jobnimbus.com/quickbooks?hsLang=en#main-content) - [General QuickBooks Info](https://support.jobnimbus.com/quickbooks?hsLang=en#general-quickbooks-info) - [QuickBooks Online](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-online) - [Accounting Sync](https://support.jobnimbus.com/quickbooks?hsLang=en#accounting-sync) - [QuickBooks Desktop](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-desktop) - [Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#main-content) - [ABC Supply](https://support.jobnimbus.com/suppliers?hsLang=en#abc-supply) - [QXO](https://support.jobnimbus.com/suppliers?hsLang=en#qxo) - [SRS Distribution](https://support.jobnimbus.com/suppliers?hsLang=en#srs-distribution) - [Third-Party Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#third-party-suppliers) - [Integrations](https://support.jobnimbus.com/integrations?hsLang=en#main-content) - [API](https://support.jobnimbus.com/integrations?hsLang=en#api) - [Angi](https://support.jobnimbus.com/integrations?hsLang=en#angi) - [ArcSite](https://support.jobnimbus.com/integrations?hsLang=en#arcsite) - [BirdEye](https://support.jobnimbus.com/integrations?hsLang=en#birdeye) - [CompanyCam](https://support.jobnimbus.com/integrations?hsLang=en#companycam) - [EagleView](https://support.jobnimbus.com/integrations?hsLang=en#eagleview) - [Get The Referral](https://support.jobnimbus.com/integrations?hsLang=en#get-the-referral) - [Global Payments](https://support.jobnimbus.com/integrations?hsLang=en#global-payments) - [HailTrace](https://support.jobnimbus.com/integrations?hsLang=en#hailtrace) - [Hover](https://support.jobnimbus.com/integrations?hsLang=en#hover) - [Leap](https://support.jobnimbus.com/integrations?hsLang=en#leap) - [mySalesman](https://support.jobnimbus.com/integrations?hsLang=en#mysalesman) - [naturalForms](https://support.jobnimbus.com/integrations?hsLang=en#naturalforms) - [Podium](https://support.jobnimbus.com/integrations?hsLang=en#podium) - [RoofScope](https://support.jobnimbus.com/integrations?hsLang=en#roofscope) - [SalesRabbit](https://support.jobnimbus.com/integrations?hsLang=en#salesrabbit) - [Simplii](https://support.jobnimbus.com/integrations?hsLang=en#simplii) - [Solo](https://support.jobnimbus.com/integrations?hsLang=en#solo) - [Spotio](https://support.jobnimbus.com/integrations?hsLang=en#spotio) - [SumoQuote](https://support.jobnimbus.com/integrations?hsLang=en#sumoquote) - [Sunlight Financial](https://support.jobnimbus.com/integrations?hsLang=en#sunlight-financial) - [Toolsey](https://support.jobnimbus.com/integrations?hsLang=en#toolsey) - [Wisetack](https://support.jobnimbus.com/integrations?hsLang=en#wisetack) - [Xactimate](https://support.jobnimbus.com/integrations?hsLang=en#xactimate) - [Zapier](https://support.jobnimbus.com/integrations?hsLang=en#zapier) - [Additional Resources](https://support.jobnimbus.com/additional-resources?hsLang=en#main-content) - [General](https://support.jobnimbus.com/additional-resources?hsLang=en#general) - [Sales and Financial Information](https://support.jobnimbus.com/additional-resources?hsLang=en#sales-and-financial-information) - [Backing up data](https://support.jobnimbus.com/additional-resources?hsLang=en#backing-up-data) - [App Status](https://support.jobnimbus.com/app-status?hsLang=en) - [Suggestions](https://support.jobnimbus.com/suggestions?hsLang=en) - [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#main-content) - [Legacy Estimates](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-estimates) - [Legacy Invoices](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-invoices) - [Legacy Material Orders](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-material-orders) - [Legacy Budgets](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-budgets) - [Legacy Mobile](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-mobile) - [Legacy Integrations](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-integrations) - [Legacy Jobs and Contacts](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-jobs-and-contacts) - [Legacy Subscriptions](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-subscriptions) - [Analytics](https://support.jobnimbus.com/analytics?hsLang=en) [![JN\_Logo\_Long-White@1x](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?width=241&height=31&name=JN_Logo_Long-White@1x.png "JN_Logo_Long-White@1x")](http://www.jobnimbus.com) JobNimbus Help Center Copyright © 2025, JobNimbus