To convert an estimate to an invoice, do the following:
- Click Sales > Estimates in Flare's main menu (1 and 2 below).
- Click the Estimate # link of the estimate you wish to convert to an invoice (3 below). The estimate details page will open.
- Click the Convert to Estimate icon (4 below). A New Estimate form opens, which is populated with the estimate's details.
- Edit any aspect of the invoice and click Save (5 below).
See Sales > Create an invoice in this guide for more details on invoice creation.
Once you've converted an estimate to an invoice, you still have access to the original estimate via Sales > Estimates. There, you'll see that its status has changed to "Converted" (circled below).