Turn an approved estimate into an invoice with a single click
Once a client approves your estimate, the next step is billing. Buildero lets you convert an approved estimate directly into an invoice so you don't have to re-enter any line items.
You can convert an estimate to an invoice when its status is:
Estimates with Draft or Declined status cannot be converted until the status is updated.
Go to Estimates in the sidebar and click on the estimate you want to convert. You can also find it under the project's Estimates tab.
Click the Convert to Invoice button at the top of the estimate detail page.
A preview of the new invoice will appear with all line items, totals, and client details already filled in from the estimate.
Before finalizing, you can:
This is useful for change orders — add extra line items to capture scope that was added after the original estimate was approved.
Click Send Invoice when ready. Your client receives the invoice via email with a link to pay online.
After conversion, the estimate is linked to the new invoice. On the estimate detail page you'll see a badge showing Invoice Created with a link to the invoice. The estimate itself is not changed or deleted.
If you're billing in stages (e.g., 50% deposit, 50% on completion), you can convert the estimate multiple times. Each time, adjust the line items and amounts to reflect only the portion being billed in that installment.