Converting an accepted estimate to an invoice

The accepted estimate stays in your records — converting just copies the line items into a new invoice you can edit and send.

1. 1

   Open Estimates and tap the accepted one

   Look for the Accepted status badge. You'll also see when the customer accepted it.

2. 2

   Tap Convert to invoice

   Fieldwright opens the invoice editor pre-filled with the same client, job, line items, and totals.

3. 3

   Review and adjust

   Update the due date, add a PO number, tweak a line item, or add notes specific to the invoice.

4. 4

   Tap Save and send

   Same send flow as a fresh invoice — see “Sending an invoice” for what your customer sees.