What types of other financial documents can I convert a Work Order to?

Not only can you convert an Estimate to a Work Order, but you can also create a Work Order and convert it to other Financial documents.

To convert a Work Order:

  • Open a Work Order
  • Click on the 3 dots in the Work Order description panel
  • Hover over "Convert to"
  • Select any Financial document

Work Order - How to convert a Work OrderThis is also available through the Work Orders tab.

Work Order - Convert a Work Order

The different documents you can convert a Work Order to are: