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
- 1Go to Financials → Quotes and open an accepted quote. (If you raised a proforma for an advance, the invoice comes from that payment instead.)
- 2Tap Convert to invoice in the header or actions section.
- 3In the confirmation dialog, review the details and tap Convert.
- 4Tap 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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