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Converting Estimates to Invoices

After a customer turns the estimate to a purchase order, you can convert the estimate to an invoice.

To convert an estimate to an invoice:

1. Click the Estimates and Invoices icon in the Sales section of the Brass Jacks Bookkeeper workspace.
2. In the Invoices dialog box, click the Find button at the bottom.
3. In the Search Criteria Selection for Invoices dialog box, specify the search criteria at the top of the dialog box to narrow the search to find the estimate you’re looking for.  
4. Select the estimate in the list.
5. To view the estimate, click Detail.
6. In the Invoices dialog box, to create an invoice from the estimate, click Convert To Invoice in the Invoice Detail area.
7. Review the new invoice based on the estimate’s information that has a new invoice number and today’s date.
8. Make any changes you need to the new invoice.
9. Click Save.