How do you create and convert an estimate to an invoice?

• A. Create an Invoice and then convert to Estimate.
• B. Duplicate an existing Invoice.
• C. Create an Estimate, then use Convert to Invoice to turn it into an invoice.
• D. Attach to a Purchase Order.

Answer: (C)

The main idea is handling the sales flow from proposed work to billing by converting a written estimate into an invoice. You start by creating an estimate to lay out the items, quantities, prices, and terms you’re proposing to the customer. When the customer agrees, you use the Convert to Invoice action to turn that estimate into an invoice. This preserves all the details from the estimate (line items, rates, taxes, terms) and updates accounts receivable once you bill the customer. This approach mirrors real-world sales: quote first, then bill once accepted. Creating an invoice first skips the quoting step, duplicating an invoice doesn’t generate a billable record from a quote, and attaching to a purchase order is unrelated to changing a sales quote into an invoice.