Work Orders
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      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: