Converting a quote to an invoice

Once a client approves a quote, turn it into an invoice with one click.

When a client approves a quote, you do not need to re-enter anything. Open the approved quote and use the Convert to Invoice action — it carries over every line item, the client details, and the total.

From there you can adjust the invoice if anything changed since the quote, set a due date, and decide whether to request a deposit or full payment up front.

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Converting rather than creating a fresh invoice keeps a clean paper trail from quote to invoice to order, which makes your records far easier to read later — especially at tax time.

More in Quotes & Invoices

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