Turn an accepted estimate into a job or an invoice

Convert to a job#

1. Open the accepted estimate and click Convert to Job.
2. In Schedule this job, pick a Start and a Duration (1h, 2h, Half day or Full day), or click Convert without a time.
3. The estimate changes to Converted and links to the new job.

Convert to Job in the estimates list converts straight away, without the scheduling step.

Create an invoice from it#

1. Open the accepted or converted estimate and click Create Invoice.
2. Ormi opens the new invoice with the customer, location, discount and the approved lines copied over. Terms and internal notes are not copied.
3. Review it, then send it. See Create and send an invoice.

An estimate bills once. Clicking Create Invoice again opens the invoice already made (the button reads View INV-...).

What if this fails?

"This quote has multiple options. Mark which option the customer approved, then create the invoice."

Pick the approved option on the estimate, then click Create Invoice again.

"This quote has no line items to invoice."

Create the invoice from the job or from Invoices instead and add the lines there.

Related tasks

• Create and send an estimateEstimates, invoices and payments
• Dispatch a job to a technicianJobs and scheduling
• Create and send an invoiceEstimates, invoices and payments