Convert an estimate to an invoice
Create an invoice from an estimate.
POST https://cotlet.dev/api/v1/method-crm/estimates/{estimate_id}/to-invoice/convert
write Confirm
Does what Create > Create Invoice does and saves the invoice. A deposit already received appears as a line item with your Deposit Item. The customer is not contacted; send_invoice does that. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| estimate_id string required | string | Estimate ID. |
| wait_for_sync_approval boolean | boolean | Ticks "Wait for approval before syncing" so QuickBooks stays untouched until you untick it in Method. Default true. |
Request
curl -X POST https://cotlet.dev/api/v1/method-crm/estimates/2217/to-invoice/convert \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"wait_for_sync_approval":true}'result = client.call("method-crm", "convert_estimate_to_invoice", {"estimate_id":"2217","wait_for_sync_approval":True})const result = await cotlet.call('method-crm', 'convert_estimate_to_invoice', {"estimate_id":"2217","wait_for_sync_approval":true});cotlet call method-crm convert_estimate_to_invoice --data '{"estimate_id":"2217","wait_for_sync_approval":true}'Example response
{
"invoice_id": "1051",
"from_estimate_id": "2217",
"customer": "Ortega Kitchens",
"total": 9600,
"deposit_received": 2400,
"balance_due": 7200,
"sync": "held"
}