Turn an accepted estimate into an invoice or a project

An accepted estimate is the start of the work, so you never type it twice. From the estimate you create the invoice with every line already in it, and the project that will deliver it.

Create the invoice

1. Open the accepted estimate.
2. In the Estimate info card, open the "..." menu and click Create Invoice.
3. The invoice form opens with the client, today's dates, the taxes, the discount and the note filled in. Include all items of this estimate is ticked, so every line is copied.
4. Adjust the dates if needed and click Save. The invoice keeps a link to the estimate it came from.

You need access to Invoices to see this option.

Create the project

1. In the same menu, click Create project.
2. The normal project form opens. Fill it in and save: the project is linked to the estimate and shown in its Estimate info card.

The option is only offered while no project is linked yet, and only to people who may create projects.

Create projects automatically

In Settings → Estimates, switch on Create new projects automatically when estimates gets accepted. The project is named after the estimate number, starts on the estimate date and ends on Valid until.

Good to know: the automatic project is made when you mark the estimate accepted yourself, or when the client accepts it in the portal without a signature. When the client accepts from the public link, with a signature, or through NIZU Sign, use Create project as above.

The other way round

You can also start an estimate from a Proposal, a Contract or an Order: their info menu has Create Estimate, which copies the client, taxes, discount and all items.