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.

  1. 1Open Quotes. Once a quote is accepted, convert it to an invoice in one click.
    On a computer
    Your quotes. — desktop view
    On your phone
    Your quotes. — phone view
    Your quotes.

Tip

The original quote stays linked to the invoice, so you always have a record of what was agreed.