What way have you changed the procedure for copying an estimate to an invoice??? Its a total disaster?? was much easier before

Hello AH,

The process to convert an estimate to an invoice is the same. We've only added the progress invoicing option.

1. Click Sales. Then, All Sales.
2. Locate the open estimate or quote.
3. Click Create invoice.
4. Choose an option when prompted How much do you want to invoice? (progress invoicing).
5. Click Create invoice.

You can read these handy articles for more information:

• How to convert an estimate into an invoice.
• Set up and send progress invoices in QuickBooks Online.

You might also want to visit our page for future help: Manage customers and income.

Please leave a comment anytime if you need help with anything else.