Canonical links
The customer, optional location, and optional project remain linked to the invoice and its history.

Relden Billing
Move the agreed scope into an invoice while preserving the connected customer, location, project, line items, prices, tax, discounts, totals, and source estimate relationship.
One connected workflow
Describe the work with one to three options, connected records, reusable catalog items, or custom lines.
Track the option and estimate status so the billing history reflects what was agreed.
Create an invoice from the accepted estimate with duplicate-conversion protection and a durable source reference.
Confirm the carried-forward snapshot, issue the invoice, and track its balance and status.
Preserve the record
The customer, optional location, and optional project remain linked to the invoice and its history.
Descriptions, quantities, unit prices, discounts, tax details, and totals carry forward without depending on later catalog or CRM edits.
The invoice retains its estimate reference, helping prevent duplicate conversion and making the origin of the billed work clear.
Relden Billing
Create a Relden workspace and use core Billing for estimates and invoices with no monthly Billing subscription.
$0/month for Relden Billing. See pricing details.