Turn a quote into an invoice
Once accepted, bill it in one click.
When a customer accepts your quote, you don't retype anything — convert it straight to an invoice.
What you'll do
Find where to convert a quote.
- 1Open Quotes. Once a quote is accepted, convert it to an invoice in one click.On a computer
On your phone
Your quotes.
Tip
The original quote stays linked to the invoice, so you always have a record of what was agreed.
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