The estimate conversion workflow copies the accepted customer details and exact amounts into one invoice draft. Confirm that acceptance evidence is valid and retained before converting. The resulting document remains a draft until an authorized poster issues it.
Review the invoice number, invoice date and invoice due date requested by the conversion. These dates should reflect the intended invoice terms while preserving the relationship to the accepted estimate. Open the created invoice draft from the estimate history and inspect the copied details.
If the history already says Invoice draft created, use Open invoice draft instead of preparing another invoice manually. That preserves the one-draft relationship and reduces the risk of billing the same accepted proposal twice.
Issuance, PDF preparation, email delivery and payment recording remain separate actions. An estimate conversion does not establish that the customer has been invoiced by email or that revenue is posted. Confirm the invoice's saved status and follow its current accounting requirements before reporting the sale as complete.
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