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Convert Quotes to Invoices

Easily turn accepted quotes into invoices

What is Quote Conversion?
Send quotes for approval, then convert them to invoices once accepted

The conversion feature allows you to:

  • Send quotes to clients for approval
  • Automatically convert quotes to invoices with one click
  • Maintain consistent pricing from quote to invoice
  • Save time by reusing quote data
How to Convert a Quote
  1. Navigate to Quotes

    Click on Quotes in the sidebar

  2. Open a Quote

    Click on the quote you want to convert

  3. Click "Create Invoice"

    Look for the Convert to invoice button at the top of the quote details page

  4. Review and Adjust

    The invoice form will be pre-filled with the quote data. Make any necessary adjustments

What Gets Copied?
Data automatically transferred from quote to invoice

✓ Client Information

Company name, contact person, email, phone, address

✓ Line Items

All products/services with descriptions, quantities, and prices

✓ Totals

Subtotal, tax, and total amounts

✓ Your Business Info

Company details and branding

What You Need to Add

When converting, you'll need to set:

  • Invoice Number: Automatically generated
  • Invoice Date: Defaults to today
  • Due Date: Set the payment deadline
  • Payment Terms: Any specific terms or notes
Best Practices

📝 Review Before Converting

Ensure the quote is approved by your client before creating an invoice

✏️ Double-Check Pricing

Verify amounts match what was agreed upon in the quote

📅 Set Realistic Due Dates

Common terms are Net 30 (30 days from invoice date)

Quick Actions