Billing
Turn a quote into an invoice
Convert an accepted quote into an invoice in one step, and what carries over.
When a client accepts a quote, convert it — the invoice is created from the quote's details, so nothing needs retyping.
Convert a quote
Open Billing → Quotes and select the quote.
Select Convert to invoice.
The new invoice opens. Check it, then share it.
What carries over
| From the quote | On the new invoice |
|---|---|
| Client | Same client |
| Line items | Copied exactly |
| Discount, tax and total | Copied exactly |
| Notes | Copied |
| Store | The store the quote was raised at |
| Quote number | Not reused — the invoice takes the next invoice number |
| Issue date | Today |
| Valid until | Replaced by a due date 14 days from today |
| Status | The invoice starts as Unpaid |
Afterwards
- The quote's status becomes Converted, and it shows View invoice.
- The invoice shows Converted from (quote number), linking back to the quote.
- Edit the invoice if the due date or anything else needs changing — the quote isn't affected.
Good to know
- A quote can only be converted once. Trying again shows "This quote has already been converted."
- Converting uses an invoice from your package's limit, not a quote. If you're at the invoice limit, you'll be asked to upgrade.
- You don't have to mark it Accepted first — any quote that hasn't been converted can be.