Quote → Invoice

Turn an accepted quote into an invoice in one click.

When a customer accepts a quote, convert it instead of retyping everything.

How to convert

1. Open the quote (or use its row menu) and choose Convert to Invoice.
2. A new invoice is created with the same items, columns and totals.

What carries over

• Customer, line items and column layout.
• The link back to the source quote (shown as “from quote”).
• The project, if the quote belonged to one.

The quote’s status becomes Accepted. You can convert the same quote more than once (for example, an advance invoice and a final invoice). This is where projects come in.