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In this video tutorial, the presenter explains the process of transitioning from an estimate to an invoice. It begins by detailing how to create a new estimate by clicking the "plus new" button and selecting "estimate" from the first column. Key steps include choosing the customer, inputting the estimate date, and listing the relevant products or services. The video highlights the importance of entering basic information like customer details, date, and product/service specifics. Users can also specify quantities, rates, or flat amounts, and indicate if sales tax applies. Additional resources on working with estimates are available in another video.
