Invoices & Estimates

Estimates

How to Generate a PDF to an Estimate

May 20, 2025

On the left-side menu, go to Sales > Estimates.
Select the estimate you want to send.
On the Estimate Tracking Section select 'Approve Invoice' and then 'Send Invoice'.
To generate a PDF, click 'Export as PDF' on the top right corner. The PDF file will download to your device.

Written by

Alexandra Kyriacou

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