Convert an Estimate to an Invoice

With Joist you can easily turn your estimate right into an invoice. This saves you a tonne of time, and also makes it simple to reference your original estimate for your client.


Here's how to create an invoice from an estimate:

  1. Go the the "Estimates" section of the app
  2. Select the Estimate that you would like to copy to an invoice by tapping on it
  3. Tap the "Invoice" button in the top menu
  4. A new invoice will be created and you are now lead to the Invoice Summary screen. From here you can edit the invoice, record payments, and send to your client

 

Was this article helpful?
0 out of 0 found this helpful

Can't find what you're looking for? Ask us a question