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In this video tutorial, the presenter demonstrates the process of transitioning from an estimate to an invoice. They begin by showing how to create a new estimate by clicking the "plus new" button and selecting "estimate." Key steps include choosing the customer, entering the estimate date, and listing the product or service. Users can specify quantity, rate, or a flat amount, and indicate if sales tax applies. The presenter mentions that additional information on working with estimates is covered in a separate video. The focus is on essential details needed to create a basic estimate before moving to the invoicing stage.
