Convert Estimates into Recurring Invoices (Implemented)


I would like the option of converting an Estimate to a Recurring Invoice. If I understand QF correctly, I can only convert Estimates to Invoices.

This means that I am left with Estimates with status ‘Agreed’ and cannot then turn them to status ‘Converted’ which I use to check I have actually invoiced the customer, so the Estimate is left in limbo.

It also means I have to type the same information twice as I have to then create a separate recurring Profile.


This has been recommended before, I’ve moved it to our short-term development plan.

Just to let you know this feature has been implemented.

Great. We now have customers paying via GoCardless. We hope to increase Recurring Invoices significantly this year.

1 Like

This topic was automatically closed after 1 day. New replies are no longer allowed.