How to convert estimates to invoices in Bookipi mobile app

How to convert estimates to invoices in Bookipi mobile app

Learn how to convert an estimate to an invoice on Bookipi Invoice mobile app with these 3 easy steps below:

Steps to convert estimates to invoices

Step 1: Click on the 'Estimate' category

Tap on the ‘Estimate’ document category

Step 2: Select the Estimate

Swipe left on the estimate you want to convert

Step 3: Tap on the 'Copy' icon.

Then, tap  on ‘Invoice‘ to instantly convert all the details on your chosen estimate to a new invoice. 

Alternatively, watch our simple step-by-step video guide to convert estimates to invoices below:

 

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