--- title: What Types of Other Financial Documents Can I Convert an Invoice To? description: Save time by copying the data from your Invoices into another type of financial document. --- [Skip to content](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-an-invoice-to#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. 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[Legacy Invoices](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-invoices) # 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](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-an-invoice-to#MO) - [Converting to a Work Order](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-an-invoice-to#WO) - [Converting to an Estimate](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-an-invoice-to#estimate) - [Converting to a Credit Memo](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-an-invoice-to#credit-memo) Within your JobNimbus account, navigate to the [Invoice](https://support.jobnimbus.com/how-do-i-create-an-invoice?hsLang=en) you want to convert: - Click on the **3 dots** at the top right of the description panel - Hover over "**Convert to**" ![](https://support.jobnimbus.com/hubfs/Screenshot%202022-11-01%20at%202-16-59%20PM-png.png) - This action can also be done within the Invoices panel under the **Financials** tab of a Contact or Job ![](https://support.jobnimbus.com/hubfs/Screenshot%202022-11-01%20at%202-11-23%20PM-png.png) #### Material Order This is a feature that must be [enabled](https://support.jobnimbus.com/how-do-i-enable-material-orders?hsLang=en) 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. ![](https://support.jobnimbus.com/hubfs/Screenshot%202022-11-01%20at%201-16-14%20PM-png-1.png) Learn more about creating Material Orders [here](https://support.jobnimbus.com/how-do-i-create-a-material-order?hsLang=en). #### Work Order This is a feature that must be [enabled](https://support.jobnimbus.com/how-do-i-enable-work-orders?hsLang=en) 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. ![](https://support.jobnimbus.com/hubfs/Screen%20Shot%202022-08-29%20at%201-59-35%20PM-png-png-1.png) Learn more about creating Work Orders [here](https://support.jobnimbus.com/how-do-i-create-a-work-order?hsLang=en). #### Estimate **Note:** This method will only work for converting to Legacy Estimates. You cannot convert Invoices to the New Sales Experience Estimates. Learn more about the New Sales Experience Estimates [here](https://support.jobnimbus.com/how-do-i-create-an-estimate-in-the-new-sales-experience?hsLang=en).  - 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 thefields at the top as needed, then hit **Save estimate **when you are finished. - If the feature is enabled, you can also make [additional markups](https://support.jobnimbus.com/can-i-add-different-mark-ups-to-individual-line-items?hsLang=en) to your line items while editing the Estimate. ![](https://support.jobnimbus.com/hubfs/Screenshot%202022-11-01%20at%201-34-55%20PM-png.png) Learn more about creating Estimates [here](https://support.jobnimbus.com/how-do-i-create-an-estimate?hsLang=en). #### 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. ![](https://support.jobnimbus.com/hubfs/Screenshot%202022-11-01%20at%202-32-03%20PM-png.png) Learn more about creating Credit Memos [here](https://support.jobnimbus.com/how-do-i-create-a-credit-memo?hsLang=en). - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos) - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#subcontractors-as-contacts) - 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