Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be shown below the customers select fiel...

Perfex have option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF estimatae simple uncheck the checkbox Attach Estimate PDF. After sendin...

You can easely convert the estimate to invoice from the admin area.Open the estimate you want to convert and on the right side click Convert to Invoice....

Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file. ...