Knowledge Base


We assume that you have already logged in to your Admin Panel.

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. Go to Sales > Quotes, and then select List All Quotes from the drop-down options.

On the 'List All Quotes' 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 buttons under the list allow you to manage the quotes more efficiently by updating their stages.

2. Use the Search form to find the quote that you want to convert. You can search by Quote ID, Customer, Stage, Quote Date, and etc.

3. After finding the quote, there are two ways to convert a quote into an invoice:

  • 3.1. Using 1 Click Invoice
  • 3.2. Via Edit Quote

Please choose one and follow its instructions below:

3.1. Using 1 Click Invoice

3.1.1. If you wish to perform 1-Click Invoice, please press the downward arrow icon in the row and then select 1 Click Invoice from the drop-down options.

3.2. Via Edit Quote

3.2.1 Press the pencil icon in the row to open the record in edit mode.

You can update the quote at this step if you needed.

3.2.2. Then, press 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 List All Invoices page.

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



1 user found this article useful

Was this answer helpful?    

Related Articles

  How to apply credit to an invoice

To apply credit to an invoice, please follow the steps below: 1. Go to Sales > Invoices, and then...

  How to find an invoice

To search for an invoice, please follow the steps below: 1. Go to Sales > Invoices, and then...

  How to add payment to an invoice

After receiving a payment from a customer, you will need to manually apply it to the invoice. To...

  How to refund an invoice

Refunding feature allows you to issue refunds and credits for payments made. To perform a refund,...

  How to remove credit from an invoice

To remove credit from an invoice, please follow the steps below: 1. Go to Sales > Invoices, and...



Page top