Follow

Web Dashboard: How do I copy an Estimate to an Invoice?

 

Watch Video Now  

1. From your computer, log into the InvoiceASAP Web Dashboard.

Screen_Shot_2017-05-15_at_4.09.39_PM.png

 

 

2. Click Estimates.

Screen_Shot_2017-12-20_at_11.22.27_AM.png

 

 

3. Click on the Pencil Icon.

123.PNG

 

 

4. Click on Menu.

456.PNG

 

 

5. Click Copy. 

789.PNG

 

 

6. Click Invoice

987.PNG 

That's it!

Note that signatures, image, and audio attachments are not copied from one document to another.

Was this article helpful?
3 out of 3 found this helpful
Have more questions? Submit a request

3 Comments

  • 0
    Avatar
    mike powlas

    That is how I tried and it didn't work

  • 0
    Avatar
    mike powlas

    That is how I tried and it didn't work

  • 0
    Avatar
    Jennifer Feudi

    Is there a way to keep the have the Estimate Number copy over as the same Invoice Number?

Please sign in to leave a comment.
Powered by Zendesk