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

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

To convert an Invoice:

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

Invoice - How to ConvertThis is also available through the Invoice panel in the Financials tab.

Invoice - Converting

The different documents you can convert an Invoice to are: