PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Invoices > Invoice How To's > Changing an Estimate to an Invoice
Changing an Estimate to an Invoice

To change an estimate to an invoice, use the following steps.

  1. Open the estimate you wish to change. See also: Finding an Invoice

  2. Use the down arrow to the right of Estimate Type to select the new invoice type you would like it to be. Note: There will be different options available depending on whether the estimate is client-based or session-based. A client-based estimate cannot become a session-based invoice.

  3. Click Save & Close to save the invoice.




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