What Types of Other Financial Documents Can I Convert an Invoice To?

Save time by copying the data from your Invoices into another type of financial document.

Jump to:

• Converting to a Material Order
• Converting to a Work Order
• Converting to an Estimate
• Converting to a Credit Memo

Within your JobNimbus account, navigate to the Invoice you want to convert:

• Click on the 3 dots at the top right of the description panel
• Hover over "Convert to"
  
  
• This action can also be done within the Invoices panel under the Financials tab of a Contact or Job
  
  

Material Order

This is a feature that must be enabled through settings.

• When selecting this option, a new Material Order will be created, complete with the line items you added to your Invoice. 
  • Any additional line items will need to be manually entered. Changes made to the newly created Material Order will not automatically update the Invoice from which it was converted, and changes made to the original Invoice will not automatically update your Material Order.
• Make sure to hit Save material order before exiting.

Work Order

This is a feature that must be enabled through settings.

• When selecting this option, a new Work Order will be created, complete with the line items you added to your Invoice.
  • Any additional line items will need to be manually entered. Changes made to the newly created Work Order will not automatically update the Invoice from which it was converted, and changes made to the original Invoice 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.

Estimate

• When selecting this option, a new Estimate will be created, complete with the line items you added to your Invoice. 
  • Any additional line items will need to be manually entered. Changes made to the newly created Estimate will not automatically update the  Invoice from which it was converted, and changes made to the original Invoice will not automatically update your Estimate.
• Configure the fields at the top as needed, then hit Save estimate when you are finished.
  • If the feature is enabled, you can also make additional markups to your line items while editing the Estimate.

Credit Memo

• When selecting this option, a new Credit Memo will be created, complete with the line items you added to your Invoice. 
  • Any additional line items will need to be manually entered. Changes made to the newly created Credit Memo will not automatically update the Invoice from which it was converted, and changes made to the original Invoice will not automatically update your Credit Memo.
• Make sure to hit Save credit memo before exiting.