Search Knowledge Base Articles

Converting Estimate To Invoice

You can easely convert the estimate to invoice from the admin area.

Open the estimate you want to convert and on the right side click Convert to Invoice

Estimate-To-Invoice-1-768x358.png

Did you find this article useful?

Related Articles

  • Estimate Request

    The estimate request feature is added in Perfex CRM version 2.8.0 and it’s used to create...

  • Subscriptions

    From version 2.0.0 in Perfex CRM, there is a new major feature added that will help you to...

  • Add Items/Products

    Items is Perfex CRM feature that will allow you to create predefined items which will speed up the p...

  • Send Estimate to Email

    Perfex have option to send this estimate to customer which is related. Also the PDF estimate will be...

  • Create Estimate

    To create new estimate go to Sales -> Estimates -> Create New Estimate or by cl...