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Creating an Invoice from an Estimate

From your Invoice Maker account dashboard, you can make personalized and customized estimates with ease. Once you create your account, you can create your first estimate upon login.


To make an estimate, simply follow the prompts:

  1. Click on Create
  2. Select Estimate
  3. Add all Pertinent Data pertaining to the invoice 
  4. Select a client from the Bill To dropdown menu
  5. Enter the Item, Price, and Quantity of the products or services being invoiced
  6. To add multiple items, click Add Item

You are able to add an Item Description, set the Tax, and allocate a Discount per item (if applicable).

Once you add the pertinent data to an estimate (client, product, taxes, discounts), that data will automatically save in your Invoice Maker dashboard. You can use this saved data to create the supplemental invoice after the estimate has been approved. You can find the saved data in the menu bar on the left-hand side of your dashboard.

Once your estimate is complete, you can Save, Preview, Download, or Send it.

Once sent to your customer, they will have the opportunity to review and Approve or Deny the estimate. They also have the ability to download the estimate for their records.

If they Approve, they will have the option to electronically sign, or type their signature for approval. 

Once approved, the estimate status will update from Unapproved to Approved in your Invoice Maker dashboard automatically.

You also have the ability to manually update the approval status of each invoice through your dashboard.  


Once an estimate is marked as "Approved" you are able to convert that estimate directly into an invoice manually. 

To convert an estimate directly into an invoice, simply follow the prompts:

  1. Click on the Approved Estimate
  2. Select Copy to Invoice
  3. Confirm that you do want to copy the estimate to an invoice on the pop-up
  4. The new Invoice will be created with all information from the approved estimate


Once your estimate has been copied to an invoice, you can Save, Preview, Download, Share the Link, or Send it.


*Please note that you will not be able to edit your invoice after downloading or sending it per "good accounting practices." You always have the ability to edit an invoice in its DRAFT state.

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