Quotes and invoices

How do I turn a quote into an invoice?

Convert an accepted quote into a legal GST tax invoice with a single click, keeping all line items and pricing.

Step-by-step instructions

  1. 1
    Go to Financials → Quotes and open an accepted quote. (If you raised a proforma for an advance, the invoice comes from that payment instead.)
  2. 2
    Tap Convert to invoice in the header or actions section.
  3. 3
    In the confirmation dialog, review the details and tap Convert.
  4. 4
    Tap View invoice to see the new invoice with its invoice number.
Good to know
  • Converting a quote links the invoice directly to the original quote and project records.

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