Convert to Invoice

Once the customer accepts the quote or you mark it as accepted and the work is complete, you can convert it to an invoice. Here’s how:

• Go to Sales on the left sidebar, and select Quotes.
• Select the quote you want to convert to an invoice.
• In the Details page, click Convert and select Convert to Invoice in the dropdown.
• You’ll now be redirected to the New Invoice page. Fill in the following fields:
  • Customer Name: Verify and update, if needed.
  • Invoice#: This will be auto-populated, but you can enter it manually if needed.
  • Invoice Date: Select the creation date of the invoice.
• Review and update other necessary details.
• Click Save as Draft to save it as a draft, or Save and Send to save and send it to the customer.

Now, after converting the quote into an invoice and saving it as a draft or sending it to the customer, the quote will be marked as Invoiced.