Converting a Quote into an Invoice

Last updated: 15 May 2026

To convert a quote into an invoice, open the accepted quote from your Quotes list and click the Convert to Invoice button. This automatically creates a brand new invoice containing all the items and pricing from the quote, saving you from re-typing it.

How to convert:

1. Go to your Quotes list.
2. Open the accepted quote.
3. Click the Convert to Invoice button.
4. A brand new invoice will be created containing all the items and pricing from the quote.
5. Review the new invoice, update the Due Date, and generate the PDF.