INSBANK Business Guide

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Autobooks Create an Invoice from an Estimate

Only active estimates can be converted to an invoice. If the estimate has an Expired status, go to the Invoices tab and create a new invoice there.

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Click the Invoicing tab. 1. Click the Estimates tab. 2. Click the estimate you would like to create an invoice from. 3. Click the “Create invoice from estimate” link.

Autobooks: Create an Invoice from an Estimate