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Convert a work order to an invoice

1 min read Updated 6 June 2026

Convert a work order to an invoice

Once a job is done, turn its line items into an invoice for the customer.

  1. Open the completed work order.
  2. Select Convert to Invoice.
  3. A draft invoice is created using the work order’s line items, subtotal, tax, and total, and you are taken to the new invoice to review and send it.

Warning: Only completed work orders that have not already been invoiced can be converted. If the work order is not completed or already has an invoice, the conversion is not allowed.

The new invoice is linked back to the work order and includes a note referencing the work order number (and the related quote, if there was one).

See also: Work Orders Overview

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