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# Convert accepted Method CRM estimates to invoices

> Turn estimates your customers accepted in the Method portal into invoices, with the deposit line, and hold the QuickBooks sync until you check them.

Source: https://cotlet.dev/integrations/method-crm-api-mcp-server/convert-accepted-estimates-to-invoices

A customer accepts an estimate in the portal, Method emails the assigned user, and the estimate waits for someone to open it and create the invoice.

Cotlet does it in your own Method CRM account with list\_estimates, get\_estimate, convert\_estimate\_to\_invoice and send\_invoice, called by your AI agent, an n8n workflow or a script.

[Sign up free](https://cotlet.dev/app/signup?app=method-crm) [All Method CRM tools](https://cotlet.dev/integrations/method-crm-api-mcp-server.md)

Hosted · nothing to install or maintain

## Can Method CRM do this on its own?

Method converts one estimate at a time with Create > Create Invoice (checked 23 Oct 2026). Its API can create transactions, but Method ships no MCP server. When a customer accepts in the portal, Method emails the assigned user and logs the acceptance as a closed activity, and it does not create the invoice.

## How you do it in Method CRM today

1. In the Estimates App, select Active and open the estimate in the list, or find it through the customer.
2. At the bottom of the estimate, open the Create dropdown and choose Create Invoice, which opens the Invoices App.
3. On a QuickBooks Online account, review the lines, the customer message and the Wait for approval before syncing box, then save.
4. If the customer paid a deposit, Method adds it to the invoice as a line item using your Deposit Item.
5. Choose Send > Email to send the invoice link. This is repeated for each accepted estimate, one by one.

## How to convert accepted Method CRM estimates to invoices

Prompt

```
Find estimates customers accepted in the Method portal. Turn each into an invoice, hold the QuickBooks sync, and list them for me to check.
```

1. 01  
### Find accepted estimates  
list\_estimates runs with active\_only set, because Method's Active filter hides estimates marked inactive. The agent follows next\_cursor and keeps those whose status is Accepted.
2. 02  
### Read the acceptance  
get\_estimate returns the lines, accepted\_by, accepted\_date and the deposit. An estimate without an Accepted By value is skipped, so a manual status change by a colleague is not treated as the customer's yes.
3. 03  
### Convert and hold  
convert\_estimate\_to\_invoice creates the invoice with the Create Invoice action. It ticks Wait for approval before syncing by default, so nothing reaches QuickBooks before you look. A lead is converted to a customer when sync is released, so the tool says so.
4. 04  
### Check the deposit  
The agent compares the invoice's deposit line with the estimate's Deposit Received amount. A mismatch is listed for you and the invoice is left unsent.
5. 05  
### Send when you say so  
send\_invoice emails the portal link only for invoices you approved in the chat. Each call waits for your OK by default.

### What you get back

Example data

```
Accepted estimates: 3
Invoiced 2, sync held:
- Ortega Kitchens, estimate 2217 to invoice 1051, total 9,600, deposit 2,400, balance 7,200
- Chen Dental, estimate 2221 to invoice 1052, total 3,100, no deposit
Left for you 1: Lopez Fencing, no Accepted By value
```

### Other ways to ask

- Convert only estimates accepted today and send the invoices straight away after my OK.
- List accepted estimates with a deposit received and show what is still due on each.
- Every morning, tell me which estimates were accepted yesterday and convert none.

## What Method CRM allows, and what to know first

- Method shows Accepted By and Accepted Date on an estimate only when its status is Accepted.
- A QuickBooks Online account has no sales orders, so an estimate goes straight to an invoice and Sales Orders made from an estimate do not sync.
- Deposits and approvals must first be turned on in Estimate App Preferences, and a deposit needs a deposit item tied to a liability account.
- When a lead pays an estimate deposit in the portal, the estimate syncs and the lead becomes a customer.

convert\_estimate\_to\_invoice and send\_invoice ask for your OK by default. To run it daily without you, switch confirmation off for those tools in your dashboard.

Sources: [Method Help: Convert an Estimate to an Invoice](https://help.method.me/en/articles/2459682-convert-an-estimate-to-an-invoice) · [Method Help: Estimate Approvals and Deposits](https://help.method.me/en/articles/8147875-estimate-approvals-and-deposits) · [Method Help: Create an Estimate for QuickBooks Online Accounts](https://help.method.me/en/articles/3738794-create-an-estimate-for-quickbooks-online-accounts) · [Method Help: Convert a Lead to a Customer](https://help.method.me/en/articles/1495192-convert-a-lead-to-a-customer)

## Call convert\_estimate\_to\_invoice from a script

curl

```
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}'
```

Example response

```
{
"invoice_id": "1051",
"from_estimate_id": "2217",
"customer": "Ortega Kitchens",
"total": 9600,
"deposit_received": 2400,
"balance_due": 7200,
"sync": "held"
}
```

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is method\_crm\_write → convert\_estimate\_to\_invoice. Example data.

[Schedule it in n8n, Make, Zapier or cron](https://cotlet.dev/integrations/method-crm-api-mcp-server.md#automations)

## Method CRM tools this automation uses

__Cotlet Method CRM tools used to convert accepted Method CRM estimates to invoices__
| Tool | Parameters |
| ------------------------------ | --------------------------------------- |
| list\_estimates | contact\_id, active\_only, cursor |
| get\_estimate | estimate\_id |
| convert\_estimate\_to\_invoice | estimate\_id, wait\_for\_sync\_approval |
| send\_invoice | invoice\_id, subject, body |

[All 15 Method CRM tools with descriptions](https://cotlet.dev/integrations/method-crm-api-mcp-server.md#tools)

## Frequently asked questions

### Is it safe to connect Method CRM to Cotlet?

Yes. You sign in to Method CRM yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Method CRM once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

## More Method CRM automations

- [Follow up on overdue Method CRM invoices](https://cotlet.dev/integrations/method-crm-api-mcp-server/overdue-invoice-follow-up.md)
- [Record customer payments in Method CRM](https://cotlet.dev/integrations/method-crm-api-mcp-server/record-customer-payments.md)
- [Method CRM API and MCP server: every tool](https://cotlet.dev/integrations/method-crm-api-mcp-server.md)
- [All use cases](https://cotlet.dev/use-cases.md)

## Give your agent access to Method CRM.

Free 7-day trial with 2,000 credits, no card needed. Cotlet is independent and not affiliated with Method CRM.

[Sign up free](https://cotlet.dev/app/signup?app=method-crm)

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