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:
- Go the the "Estimates" section of the app
- Select the Estimate that you would like to copy to an invoice by tapping on it
- Tap the "Invoice" button in the top menu
- 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