Thanks for reaching out to the QuickBooks community. I'll gladly help with converting an estimate to an invoice. QuickBooks Online is a versatile program that lets you manage your sales transactions efficiently. When creating an invoice from an estimate, the balance due is decided during the final step of the process. Here’s how:
Select Sales
Select Customers
Select the customer you wish to work with
Locate the estimate you wish to work with
Under the ACTION column, select Create invoice
A dialogue box with “How much do you want to invoice?” will pop up
Select the option that meets your needs: Remaining total of all lines, a percentage of each line, or a custom amount for each line.
Select Create invoice
The invoice will show the balance due according to your choice in step 7
If you require further assistance with your estimates, call our phone support team at 1-855-253-1536. A specialist will verify your account and take a closer look. Our agents are available Monday to Friday, 9 a.m. to 8 p.m. EST and Saturday from 9 a.m. to 6 p.m. EST.
Let me know if you have any other questions.
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