What types of other financial documents can I convert an Estimate to?

To convert an Estimate:

  • Open an Estimate
  • Click on the 3 dots in the Estimate description panel
  • Hover over "Convert to"
  • Select any Financial document

Estimates - How to Convert EstimatesThis is also available through the Estimate panel in the Financials tab.

Estimates - Converting Estimates

The different documents you can convert an Estimate to are: