Invoice a Cost Estimate

How to Invoice a Cost Estimate in Prestartr

To create an invoice from a Cost Estimate in Prestartr, open the Cost Estimate, whether it's stand-alone or part of a work order, and ensure it's in the Confirmed state. 


In the Cost Estimate header, click Approve Cost Estimate to generate a linked invoice. 


The invoice will appear in the Created Invoice section, where it can be edited, approved, or printed as needed.

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