Easily convert an estimate into an invoice for your client with Pricefic. No new invoice creation needed. Just follow these steps.
- Go to the Documents page and choose the Quotation tab.
- Click the "View" link on the quotation you want to convert to an invoice.
- Next, select Convert to Invoice
Your estimate will quickly transfer to an invoice; you can send it immediately to your customer without any modification.
Easily export PDF copies of invoices and estimates with Pricefic. Download them for your own records, or send them directly to clients. Here's how:
On the view screen for an invoice or estimate, hit the Download PDF button. A copy will be saved to your browser's downloads folder.