workflow · Commerce (advanced)
Convert an estimate to an invoice
Quote to bill.
2 min to completeestimate, invoiceUpdated 2026-05-26 · v2
Launch this workflow
Opens /commerce/invoices in your workspace
Why use this
You turn an accepted estimate into an invoice in one click without retyping anything.
Benefits:
- One-click conversion
- Line items carry over
- Invoice ready to send instantly
Who this is for: Owner, Member. Time to complete: ~2 minutes.
Outcome
The estimate becomes an invoice in one click.
Steps
- Open /commerce/invoices.
- Open the estimate.
- Click Convert to invoice.
- Send.
Related
- help-commerce-invoices.