Where: From an accepted estimate, or Invoices > New Invoice
Plans: All paid plans
Steps
Open the invoice from Invoices.
It fills itself from the estimate it came from, so nothing needs re-sending — the client's existing link starts showing the full scope and line items.
If the estimate was deleted, the invoice keeps whatever it already had.
Rules and limits
Materials and labor on an invoice follow the estimate's client-visibility switches — a line hidden on the estimate stays hidden on the invoice.
Payment summary and history labels come from the schedule you set, so a deposit reads 'Deposit (30%)' rather than 'Full'.
A milestone that has already been invoiced cannot be edited.
Only the project total, the amount due and the client's own prices appear — never your costs or markup.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.