{"id":7474,"date":"2021-11-30T23:31:05","date_gmt":"2021-11-30T23:31:05","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7474"},"modified":"2026-06-14T05:44:01","modified_gmt":"2026-06-14T10:44:01","slug":"how-to-convert-an-estimate-to-an-invoice","status":"publish","type":"post","link":"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/how-to-convert-an-estimate-to-an-invoice\/","title":{"rendered":"How to convert an estimate to an invoice"},"content":{"rendered":"
\n

Learn how to convert an estimate to an invoice on the Bookipi Invoice mobile app.<\/h2>\n

How to convert an estimate to an invoice<\/h1>\n

Learn how to convert an estimate to an invoice on Bookipi Invoice mobile app with these 4 easy steps. These steps also apply to converting other document types, like quotes or receipts, into invoices.<\/p>\n

\n

Step 1:<\/b> Select \u2018Estimate\u2019. <\/i><\/b><\/h3>\n

Select the \u2018Estimate\u2019 <\/i><\/b>tab from the options above.<\/p>\n

\"Invoice<\/div>\n

\n

Step 2:<\/b> Choose the estimate you want to convert.<\/h3>\n

Choose the estimate from your list, swipe left, and then tap \u2018More\u2019<\/i><\/b> to proceed with converting the document.<\/p>\n

\"Invoice<\/div>\n

\n

Step 3:<\/b> Select \u2018Copy\u2019<\/i><\/b>.<\/h3>\n

After tapping \u2018More\u2019<\/i><\/b>, tap \u2018Copy\u2019<\/i><\/b> to convert your estimate into an invoice.<\/p>\n

\"Invoice<\/div>\n

\n

Step 4:<\/b> Select \u2018Invoice\u2019<\/i><\/b>.<\/h3>\n

Select \u2018Invoice\u2019<\/i><\/b> to convert your estimate to an invoice, or select the desired document type to which you want to convert your estimate.<\/p>\n

\"Invoice<\/div>\n

\n

\n

Common FAQs about how to convert an estimate to an invoice<\/h2>\n

Q: Can I customize the invoice after converting it from an estimate?<\/h3>\n

A: Definitely. You can modify the invoice details before sending it to your customer.<\/p>\n

\n

Q: Will the estimate be deleted after I convert it to an invoice?<\/h3>\n

A: No, converting an estimate to an invoice does not delete the original estimate. It remains saved in your estimate list for reference.<\/p>\n

\n

Q: Can only estimates be converted to invoices, and not other documents?<\/h3>\n

A: No, the above steps are also applicable to other document types, such as quotes, receipts, or duplicating invoices.<\/p>\n

\n

\n

Discover more tutorials for Bookipi Invoice on mobile app<\/b><\/h2>\n

Creating and sending invoices is even easier with the Bookipi Invoice mobile app<\/a>.<\/p>\n

\n

Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Learn how to convert an estimate to an invoice on the Bookipi Invoice mobile 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