If a customer wants you to do the work right now and bill them right now, you can skip the job-creation step and convert the estimate directly into an invoice.
When to use this path
- Same-visit work — the tech is standing there, they want the price, they want to pay.
- Pre-paid work — install scheduled out, customer wants to pay in full upfront.
How to convert
- Open the approved (or even just sent) estimate.
- Click + Invoice from estimate.
- Review the line items and total.
- Hit Send.
The customer gets the invoice link.
What carries over
| Field | Carries over |
|---|---|
| Customer + billing address | Yes |
| Line items + prices | Yes |
| Tax rates | Yes |
| Discounts | Yes |
| Deposit | Yes (applied as a credit) |
| Estimate's expiry date | No (invoices have their own due date) |
| Customer-facing estimate notes | No |
Linking
The estimate and the invoice are linked. Open either and you'll see the other under Linked documents on the right rail.
If there's a job involved too, all three are linked: Estimate → Job → Invoice.
What if the customer hasn't approved yet?
You can still convert. The invoice is created and a timeline entry is logged noting the estimate was billed without a formal customer signature.
Warning
Don't do this casually — you skip the customer signature step. Use it only when the customer verbally approved in person.