Estimates and catalog
Create an invoice from an estimate without duplicating work
Choose the correct estimate/revision or schedule entries and bring supported lines into an invoice once. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Accounting Admin, company admin.
- Company-admin invoice access
- project/customer
- eligible approved/current estimate or uninvoiced schedule entry.
Sales → Invoices (#/invoices) → new/edit invoice; select project estimate/schedule lines
Create an invoice from an estimate without duplicating work
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Open the workspace
In JobBuddy, go to Sales → Invoices (#/invoices) → new/edit invoice; select project estimate/schedule lines.
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Confirm access and starting state
Company-admin invoice access; project/customer; eligible approved/current estimate or uninvoiced schedule entry.
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Complete the main setup
Review estimate picker, revision/status eligibility, importing supported lines, quantities/tax/description snapshots, schedule-entry linkage, partial billing, duplicate prevention, and what changes when the estimate is later revised.
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Verify the result
Choose the correct estimate/revision or schedule entries and bring supported lines into an invoice once.
Expected result: Choose the correct estimate/revision or schedule entries and bring supported lines into an invoice once.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin invoice access; project/customer; eligible approved/current estimate or uninvoiced schedule entry.
The result is incomplete or unexpected.
A project may have multiple estimate revisions/options and partially invoiced schedule entries; line snapshots, allocations, and linked invoice adjustments must remain consistent.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Choose the correct estimate/revision or schedule entries and bring supported lines into an invoice once.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.