Actions181
- Invoice Actions
- Timesheet Actions
- Customer Actions
- Ticket Actions
- Lead Actions
- Project Actions
- Contract Actions
- Estimate Actions
- Expense Actions
- Proposal Actions
- Staff Actions
- Task Actions
- Credit Note Actions
- Item Actions
- Payment Actions
- Contact Actions
- Note Actions
- Knowledge Base Actions
- Knowledge Base Group Actions
- Subscription Actions
- Utility Actions
Estimate → Convert
AI-generatedSummary
Convert an existing estimate into an invoice in PerfexCRM.
Inputs
- Estimate ID (required) — The ID of the estimate to convert to an invoice.
- Draft — Optional boolean to specify whether to create the invoice as a draft.
Output shape
a single record
Returns the created invoice object resulting from the conversion of the specified estimate. Errors are returned as operation errors if the API call fails.