Converting a quote to an invoice

When a client accepts a quote (or you mark it accepted manually), you can convert it to an invoice with one click.

1. Open the accepted quote.
2. Click Convert to Invoice.
3. All line items, quantities, prices, and the client are copied across.
4. Review the invoice, adjust if needed, then Send.

The invoice is linked back to the original quote so you always have a paper trail.

Partial invoicing

Need to bill in stages? You can edit the converted invoice to remove line items or adjust quantities before sending. Create additional invoices from the same quote as work progresses.

What if the quote changes?

If the scope changes after acceptance, create a new quote or add a variation to the job. The original quote stays as a record of what was agreed.