Sales, orders and invoices

From estimate to payment in one flow

Can I go from estimate to order to invoice?

Yes. Quote, order, invoice and payment run in one flow: each step turns into the next and the documents stay linked. On the web you find any of them by typing the other’s number, and the list shows the related order or invoice.

Where it works
On the web and in the app
Invoice detail with line items, payments applied and balance due
CRM screenshot with sample data.

Other ways to ask

  • Are the documents linked?
  • Can I find an invoice by its order number?

Related topics

See all frequently asked questions →

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