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Convert tracked work

Move selected unbilled work into an invoice, bill, or estimate.

Open in Invoice Aura

What to do

  1. 1

    Select entries

    Use unbilled rows for one client.

  2. 2

    Choose Convert

    Select Invoice, Bill, or Estimate.

  3. 3

    Review the draft

    Typed lines and attachments are carried into the new document.

  4. 4

    Save

    Tracked rows become billed only after the document is saved.

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