Converting a Quote to an Invoice

Once a customer accepts your quote, converting it to an invoice takes one tap. Here is how.

After Customer Accepts

When a customer accepts your quote, you receive a notification and the quote status changes to Accepted. Open the quote in Dashboard → Quotes to proceed.

Convert to Invoice

1. Open the accepted quote
2. Tap Convert to Invoice
3. Review the invoice details (line items and amounts carry over automatically)
4. Adjust the invoice date and due date
5. Tap Save and Send

The invoice is created with the same line items as the quote, pre-populated. The quote is linked to the invoice in your records.

What Carries Over From the Quote

• All line items (descriptions, quantities, rates, amounts)
• Customer information
• Notes and scope of work
• Tax rate (recalculated based on ZIP code)

What You May Need to Update

• Invoice date — Update to the actual work completion date
• Additional charges — If the job grew beyond the quote scope, add line items
• Materials adjustment — If actual materials differed from the estimate

Quote vs Invoice in Your Records

After conversion:

• The quote remains in your records as Converted
• The invoice is created as a new record
• Both are linked — tapping either shows the connection

This complete paper trail is valuable if there is ever a dispute about what was agreed to vs what was charged.