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Change to Invoice

Direct Link: https://app.meroerp.com/sales/estimates

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Sales > Manage Estimates.

  3. Find the estimate in which you would like to change status then select it. This will redirect to Estimate Detail page.

  4. Make sure the precondition stated is met.

    Precondition: Estimate Status: Pending

  5. In the right buttons panel, find the Convert to Invoice button. Hover your mouse over the button which says Convert to Invoice.