- Help Center
- Financials
- Estimates
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
This is also available through the Estimate panel in the Financials tab.
The different documents you can convert an Estimate to are: