Note: This document and video explain how to invoice an estimate



1. Go to the Estimate tab under Maintain
Maintain > Estimates 

2. Select an Estimate to invoice

3. Click "Workorder #xxxxxx"

Note: The Financial area on the workorder detail page has the total cost and billed for the Estimate 

4. Once the workorder is complete click Invoice


Note: Import time and materials first before comparing the estimate

6. Add Expenses and Materials
Note: While adding expenses and materials, click COMPARE ESTIMATE to view a side by side of the original estimate and the current invoice

7. Once all expenses and materials have been added click Generate Invoice