Convert an estimate to an invoice
Create an invoice from an estimate.
MCP tool method_crm_write → convert_estimate_to_invoice
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. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "method_crm_write",
"arguments": {
"operation": "convert_estimate_to_invoice",
"arguments": {
"estimate_id": "2217",
"wait_for_sync_approval": true
}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"invoice_id": "1051",
"from_estimate_id": "2217",
"customer": "Ortega Kitchens",
"total": 9600,
"deposit_received": 2400,
"balance_due": 7200,
"sync": "held"
},
"isError": false
}