URBN Hub
Sending and Managing Invoices
Converting Estimates to Invoices
Once your estimate is approved by the client, you can easily convert it into an invoice. Simply click the "Convert to Invoice" button in the estimate page. This will transfer all the data from the estimate to the invoice, including client details, items, and pricing.
Editing and Sending Invoices
After converting the estimate into an invoice, you can review, edit, or update any fields (e.g., payment terms, discounts). Once you're ready, click "Send" to email the invoice to the client or download it as a PDF.
Tracking Invoice Status
Track the status of your invoices directly in the dashboard. You can see whether an invoice is unpaid, partially paid, or fully paid. This helps you manage your payments efficiently.
Need Help?
If you need assistance with invoices, please contact us through the Message Center for support.