How to convert an estimate to an invoice
Turn an accepted estimate into an invoice in Genaya without typing anything twice.
Learn how to turn an accepted estimate into an invoice in Genaya without typing anything twice. Find the estimate with the date and Status filters, open it, and choose Convert to invoice from the Actions menu. The new invoice starts as a Draft with the client, line items, tax and total carried over, so you only set the due date with Terms, then use Send invoice or Collect payment.