How to create an Invoice for Estimates in QuickBooks

An invoice is a document issued by a seller to a buyer, indicating the products, quantities, and agreed prices for products or services the seller has provided the buyer.

To create an Invoice after an estimate has been made for a particular customer/buyer, follow the steps below

 1)  Click ‘Customer’ at the menu bar, and select ‘Create Invoices’ at the drop down list

Or click ‘Create Invoices at the home page

       2) The Create Invoice window opens

An estimate has already been created for Dare Ojo (a customer), therefore to create an invoice for the customer after clicking the “Create Invoice” icon at the home page, the window opens.

A) Click the drop down arrow at the ‘Customer: Job’ box and select Dare Ojo (the customer) 

When you click the customer’s name, automatically the available estimates appears indicating that an estimate has been created for the customer.

Click on the estimate and press ‘OK’

Automatically, QuickBooks inputs the estimates details (items, quantity, amount, description) in the invoice window

B) Set the date and the Invoice num

Click Save & Close at the bottom of the window when done.