Using Invoice2go

How do I turn an estimate into an invoice?

To convert an estimate to an invoice on your device please do the following steps:

  • Open Invoice2go
  • Tap Folders > Estimate
  • Select the estimate you wish to convert.
  • Tap Actions > Copy > Invoice.
The actions button is highlighted in Red

Just tap the Copy button to change your documents

Select the document type to convert to, Invoice, Estimate, Purchase Order or Credit Memo

This will create a new invoice containing the information of your estimate. It can also be used to create a new invoice from an old invoice if you want to produce an invoice similar to one you have done in the past. A great time saver.

Doesn't answer your question? Try another Invoice2go Frequently Asked Question.