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Can accepted quotes be automatically converted to invoices??
To automatically convert accepted estimates to invoices,
Navigate to Settings > Preferences > Quotes
Under the Automatically convert accepted Quote to Invoice,
- Check Yes, Save as Draft - Convert to invoice and save it in draft state.
- Check Yes, Save and Send - Convert to invoice and send it to the customer directly.
Hit the Save button to save this action.
<img alt="Convert quotes to invoices automatically" src="/invoice/kb/images/estimates/convert-accepted-quote-to-invoice.png" width="700">