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Possibility to convert the Estimate in a Sales Order

I would like to have an option to convert the Estimate first to a Sales Order. And after that to an Invoice.

Now there is only an option to convert the estimate to an invoice directly

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Barry shared this idea  ·   ·  Report…  ·  Admin →
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  • Jean-Michel commented  ·   ·  Report

    I need that too. In my sales cycle, I quote a customer, then he proceeds with a PO that he sends me. I create a Sales Order and then, will invoice him when I ship the items.

Zoho Books: Estimates

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