When it's time to bill, turn an estimate into an invoice without re-entering anything. Each estimate has one invoice, built straight from the work you quoted.
Create the invoice
Open the estimate, then click Invoice in the action bar at the bottom of the page. The first time you open it, Estimation Builder creates the invoice from the estimate's line items — if the estimate has a change order, the invoice is built from that instead, so it reflects the latest agreed scope.
What the invoice shows
The invoice lists your company and customer details, the line items, and three running totals:
- Total Cost — the full amount of the work.
- Total Paid — how much the customer has paid so far.
- Total Due — the remaining balance.
Keep the invoice in sync
If you change the estimate or its change order after creating the invoice, click Regenerate from Change of Order (or Regenerate from Estimate when there's no change order) to rebuild the invoice from the latest line items. You can also click Edit to adjust the invoice's job name, description, or line items directly.