InvoiceSolved
Estimates & Deposits

Convert an estimate to an invoice

Create an invoice from accepted work while respecting required deposits.

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Conversion behavior

  • An accepted estimate can be converted through its protected conversion flow.
  • If a required deposit exists, conversion waits until that deposit is completed.
  • Automatic invoice creation can run after acceptance when no required deposit blocks it, or after the required deposit is completed.
  • A completed deposit can appear as deposit credit on the resulting invoice.
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