How to convert an estimate into an invoice?
Once an estimate is approved by the higher authority, it means the proposed costs and details have been accepted. After approval, the estimate can be quickly converted into an invoice to finalize the billing process. This guide walks you through each step clearly.
Step-by-Step Guide to convert an Estimate into an Invoice:
1. Open the Approved Estimate
- Login to your Dyrect portal
Go to Support → click on the Ticket ID (Service Number) where you created the estimate.
2. Converting the Estimate to an Invoice
- Click on the Billing option. This will take you to Quotation and Invoice page, where you can see your created estimate, labelled as 'Approved'.
- In the Action column, click on the three dots to the estimate you want to convert.
- Select 'Convert to invoice' from the options.
3. Managing the Invoice
- A new page will open. Click on Add Invoice.
- Return to the Quotation & Invoice section. The invoice will be saved as a draft.
- Click on the three dots in front of the invoice to view, edit, Download Invoice, mark it as paid, or void it.
Conclusion
Following these steps allows you to easily convert an estimate into an invoice. This process streamlines the billing workflow and ensures that all necessary steps are completed for successful claim processing.
FAQ
Q1. Who can convert an estimate into an invoice?
Any internal team member with access to the Billing section inside the Support module can convert an approved estimate into an invoice.
Q2. Can I convert a quotation that is still in Draft?
No. Only Approved quotations can be converted into invoices.
Draft quotations must first be sent for approval.
Q3. Can I edit the invoice after creating it?
Yes. While the invoice is in Draft, you can edit it by clicking the three dots (⋮) and selecting Edit.
Q4. Will customers automatically receive the invoice?
Customers will receive the invoice only if you choose to share/send it.
Invoices created in draft mode remain internal until you take an action.
Q5. Can I void an invoice?
Yes. Invoices in Draft can be voided by selecting the Void option from the action menu.
Need Assistance?
If you require Dyrect to assist you with an integration, you can do so by following these steps:
- Create a support ticket by submitting a form here or email us at support@dyrect.co
- A support will reach out to you to request access to your Shopify store.
Schedule a Personalize Demo
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