How to convert an estimate into an invoice?

Once an estimate is approved by the highest authority, it signifies that the proposed costs and details are accepted. After approval, the estimate can be converted into an invoice to finalize the process.

Step-by-Step Guide to convert an Estimate into an Invoice:

1. Creating and Viewing the Estimate

1. Navigate to 'Tickets'
2. Click on the Service Number.
   

2. Converting the Estimate to an Invoice

1. Click on the Billing option. This will take you to Quotation and Invoice page, where you can see your created estimate, labelled as 'Approved'.
2. In the Action column, click on the three dots to the estimate you want to convert.
   
3. Select 'Convert to invoice' from the options.
   

3. Managing the Invoice

1. A new page will open. Click on Add Invoice.
   

1. Return to the Quotation & Invoice section. The invoice will be saved as a draft.

1. Click on the three dots in front of the invoice to view, edit, Download Invoice, mark it as paid, or void it.
   

4. Marking Invoice as Paid:

1. If you select Record Payment, a new page will open.
   
1. Enter the Payment date
   
2. Select the Payment Method from the dropdown list:
   
1. Bank Remittance
   
2. Bank Transfer
   
3. Cheque
   
4. Credit Card
   
5. Others
   
3. Enter Referral Number(Optional)
   
4. Enter Notes (Optional)
   
2. Click On Save. The status of the invoice will now change from Draft to Paid..
   

Conclusion

Following these steps allows you to easily convert an estimate into an invoice. This process streamlines the billing workflow and ensures that all necessary steps are completed for successful claim processing.

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