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Convert a quote to an invoice

You can convert accepted quotes into invoices with just a few clicks. This feature simplifies your workflow, enhances professionalism, and ensures smooth transactions for you and your clients.

To convert a quote into an invoice:

  1. Click Libraries & Tools.
  2. Choose Quotes & Offers under Business Tools.
  3. Hover over the quote with the status "Accepted" and click Edit.
  4. Click Copy to copy the quote information to an invoice.
  5. An invoice is automatically created for you. Find it in your invoice list under Your LibrariesInvoices.

Convert a quote into an invoice

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