Converting a Quote to an Invoice
Turn an accepted quote into an invoice with a single click.
Steps
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1
Open the quote
Navigate to Sales > Quotes and click on the accepted quote.
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2
Click "Convert to Invoice"
From the quote detail page, click the Convert to Invoice action button.
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3
Review the invoice
A new invoice draft is created with all line items copied from the quote. Review and adjust if needed.
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4
Finalize the invoice
Once satisfied, click Finalize to generate the official invoice.
Tips
- The original quote is linked to the invoice for easy reference.
- You can adjust prices on the invoice before finalizing.