How to convert an estimate to a invoice

Using Cheqbook, it's possible to convert an estimate to an invoice using the following steps.

  • Login to Cheqbook at https://secure.cheqbook.com
  • Go to "Invoices" from the left menu
  • Click "View" next to the estimate you want to change to an invoice
  • Click "Edit" from the upper right
  • Change the "Status" from "Estimate" to "Draft"
  • Click "Save"
  • Click "Email"
  • Enter the email and other info and click "Send"
  • Sending an invoice this way will change the "Status" to "Sent"
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