Knowledge Base


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How to Convert a Quote into an Invoice

Once a customer accepts a quotation, you can easily turn it into an invoice without needing to re-enter information like the date, customer details and amount.

To convert a quote into an invoice, please follow the simple steps below:

1. Please select Billing from the top navigation bar, and then choose Quote List from its drop-down list.

Note: on the 'Quote List' page, you can only invoice a quote in Accepted or Delivered stage, unless you first update the stage and then convert it to an invoice.
The stage tabs under search box allow you to manage the quotes more efficiently by updating their stages.

2. Use the search box to find the quote that you want to convert. You can search by Quote Number, Quote To (Customer's name) or Company (Customer's company name).

3. Next, select its Options button and then choose Edit Quote from the drop-down list.

4. On the next page, select Convert to Invoice button located at the top of the quote.

You’ve successfully converted the quotation to an invoice, and now it appears on the invoice list.

If you have any issues, please don't hesitate to contact our Support Team.



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