What carries over
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The lines, prices and client
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Job photos attached to the estimate
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A deposit the client already paid, which counts toward the invoice balance
Questions and answers
How do I turn an estimate into an invoice?
Open the accepted estimate and convert it to an invoice with one tap, or switch on automatic conversion so it happens when the client accepts. Conversion is free, and the invoice is never counted as a second document.
Does an estimate count as a document?
An estimate you send counts as one document, like an invoice. Turning it into an invoice does not count again.