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How do I create an estimate and invoice?
How do I create an estimate and invoice?
The basics of creating a new estimate and converting it to an invoice
Justin Khuc avatar
Written by Justin Khuc
Updated over a week ago

Every customer and vehicle you service starts by creating an estimate. After the work is complete, the estimate can be converted to an invoice. Although this is the typical flow, not all estimates will necessarily be completed and become invoices.

One of the primary benefits here is that estimates and invoices always reference the same unique number, so you don't have to manage multiple versions in different places with different numbers.

1. Create an Estimate

From the Workflow tab, click the + New Estimate button: 

You can also create an estimate in Shopmonkey from any page.
Click the + button in the top right then click Estimate:

2. Converting an estimate to an invoice

When an estimate is ready to become an invoice, from within the estimate click the Invoice button under the Order Status field:

When an estimate is changed to an invoice, the 'invoiced' date is populated showing the exact time and date the change occurred. This date is especially important when viewing data in Estimates & Invoices reports.

Tip: If needed, setting the Order Status to Estimate will change the invoice back to an estimate.

Another way to convert an estimate to an invoice is from the Workflow page.
Whether in list view or customizable view, convert estimates to invoices by updating the workflow status or by dragging the estimate to the Invoices column:

The setting "Convert orders to invoice when dropped here?" can be updated by clicking on the ... ellipsis (more actions) button on any column.

Note: The customizable Workflow view is not available at the Basic Monkey tier.

For more information on building out an estimate, check out the related articles below:

Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!

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