Convert approved estimates into invoices in just a few clicks. Save time, avoid re-entering data, and keep your billing process consistent with Lunio.
Once your client approves an estimate, the next step is to request payment. Instead of creating a new invoice from scratch, Lunio allows you to quickly convert your estimate into an invoice.
This saves time, reduces errors, and keeps your workflow organized.
Why convert an estimate to an invoice?
Converting an estimate into an invoice ensures that:
- All approved details carry over automatically
- You avoid re-entering items, pricing, and taxes
- Your documents stay consistent and professional
- You can request payment immediately
It’s the fastest way to move from approval to payment.
When should you convert an estimate?
You should convert an estimate once:
- Your client has approved the estimate
- You are ready to begin or have completed the work
- You want to request payment
Waiting for approval before converting helps prevent billing issues.
How to convert an estimate in Lunio
Converting an estimate is simple:
- Go to the Estimates section in your dashboard
- Open the approved estimate
- Click Convert to Invoice
- Review the invoice details
- Save the invoice
Lunio will automatically copy over all relevant information, including items, totals, and taxes.
What gets carried over?
When you convert an estimate, Lunio transfers:
- Client information
- Line items and descriptions
- Quantities and pricing
- Taxes (GST/HST, PST, QST if applicable)
- Notes or terms
This ensures your invoice matches exactly what your client approved.
Reviewing your invoice before sending
Before sending your invoice, it’s a good idea to double-check:
- Item details and pricing
- Tax calculations
- Payment terms and due date
Making sure everything is accurate helps avoid delays in getting paid.
Sending your invoice
Once your invoice is ready, you can:
- Send it directly to your client by email
- Share a public invoice link
- Track when it’s viewed and paid
Lunio will also update the invoice status as payments are recorded.
Tips for a smooth workflow
To get the most out of estimates and invoices:
- Always wait for approval before converting
- Keep your estimates clear and detailed
- Convert estimates promptly after approval
- Follow up on unpaid invoices if needed
A smooth estimate-to-invoice process helps you get paid faster and stay organized.
Final thoughts
Converting estimates into invoices in Lunio makes your workflow faster and more efficient. Instead of duplicating work, you can move seamlessly from client approval to payment collection.