Invoice an estimate and check what the client sees
Short answer
Open the estimate and convert it to an invoice, or open Invoices → New Invoice and pick the project. Full steps below.
Where: From an accepted estimate, or Invoices > New Invoice
Plans: All paid plans
Steps
Open the estimate and convert it to an invoice, or open Invoices → New Invoice and pick the project.
Choose the mode — full amount, deposit and final, or milestones.
Open the invoice and use the client preview: the payment summary and Pay Now come first, then the schedule, the full scope, then materials and labor.
Download the PDF — it matches that page.
Client-facing prices only: costs, markup and internal rate markers are never printed.
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.