How do I convert Estimates into the Recurring Invoice?

Updated on August 20, 2020 02:30AM by Admin

Estimates app from Apptivo allows you to convert your Estimates directly into the Recurring Invoices.

Steps to Follow

  • Log in and access the Estimates from the Universal menu.
  • Click on the More(...) icon and select the Settings.






Estimates
  • On the Settings page, click on the Estimates and select the Conversion.
  • From the Conversion page, select the Custom Conversion.






Settings

  • Under the Invoice, you can view the Toggle named “Allow to convert recurring invoice”.
  • By default, the toggle will be the disabled state.

Note: To enable this feature, you have to enable the Recurring invoices function from the Invoices. Click Here to know to set up the Recurring Invoice.








Conversion

  • If you try without enabling the Recurring invoice function from the Invoices app, you will get an error warning pop up.
Error

  • After enabling the Toggle, click on the Mapping button.






Mapping

  • On the Mapping page, you can view the Recurring Invoice mapping.
  • Map the attributes of the Estimates to the Invoices.
  • Then, click on the Update button.






Update
  • Now, go to the Invoice Overview page, and click on the Convert button.
  • Click on the To Invoices → To Recurring Invoices.






Overview

  • By selecting the To Recurring Invoice option, you will redirect to the Create invoice from Estimates page with the mapped attributes.
  • Here, add the details about the Recurring invoices.
  • Then click on the Create button.
Invoices

  • The Recurring Invoice will get converted from the Estimates.
Invoice Created