Conversion preserves the approved estimate reference and prevents the same estimate from creating duplicate invoices.
Confirm approval
The source estimate must be approved and its scope and total must match the client decision.
Convert from the estimate
Use the conversion action instead of recreating line items. LivraOne records the source and returns the existing invoice if the action is repeated.
Choose the billing stage
Review issue date, due date, payment terms, and whether this is a deposit, progress, or final invoice.
Record payments against the balance
Add manual payment date, amount, method, and reference. The server recalculates amount paid, balance, and status.