Quotes & credit notes
How do I convert a quote into an invoice?
Turn an accepted quote into a live invoice you can issue and get paid on.
Once a customer accepts a quote, you convert it into an invoice. The conversion creates a brand-new invoice pre-filled from the quote, so you do not have to re-enter the customer or line items.
Convert a quote
- Open Quotes from the sidebar.
- Find the quote you want to convert in the list.
- Open the quote's row actions and choose Convert.
- A new invoice is created from the quote's details. Review it, then issue it when you are ready.
Which documents can be converted
The Convert action is available on quotes, proforma invoices, and deposit invoices that are in draft or issued status. Converting creates a new invoice — the original quote is left intact.
Converting only creates the invoice as a draft. To send it to the customer and generate a pay link, use Issue & Send on the new invoice's row.