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Commerce & Sales

How do I turn an accepted estimate into an invoice from Sales?

Use the Convert button on the Accepted, not invoiced list.

You will have an invoice created from an estimate the customer accepted.

Before you start

You need the commerce sales permission and the permission to create invoices.

Steps

  1. Open Commerce → Sales.
  2. Find the Accepted, not invoiced list.
  3. Press Convert on the estimate's row.
  4. Open the new invoice from the estimate to review and send it.

What you will see

The estimate leaves the list because it now has an invoice.

If something goes wrong

  • The list is empty and hidden when every accepted estimate already has an invoice.
  • It shows at most 50 rows; the badge shows the true count, so convert some and the rest appear.
  • Figures refresh every 15 seconds or so.

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