Turning on Estimate Negotiation

After having created your estimate¬†you may¬†optionally turn on our estimate negotiation feature by following the steps below: 1. Go to Settings > General Settings 2. Check the “Allow your clients to accept estimates and convert them into invoices” then click save. 3. Now, when your clients view your estimates Accept and Reject buttons are visible:

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How do I convert estimate to invoice or invoice to estimate?

To convert estimate to invoice or invoice to estimate, follow these steps: 1. Go to “Estimates”tab 2. Find the estimates you wish to convert to invoices 3. Select estimate by checking the appropriate boxes 4. Click “Convert to Invoice” 5. Go to “Invoices”tab. You should be able to view your new invoices.

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