Turn an estimate into an invoice

Create an estimate, add your work, and convert it to an invoice.

Steps

  1. 1Start a new estimate.
  2. 2Pick your client.
  3. 3Add your work: a name, a description, the quantity, the unit and the price for each line.
  4. 4Create the estimate.
  5. 5Tap Convert to Invoice once the client has approved it.

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Install TaxSnap on your phone

No app store needed - it installs straight from this page.

iPhone & iPad

In Safari, tap the Share icon, then "Add to Home Screen".

Android

Open this page in Chrome, then tap Install when prompted.