How to turn a quote into an invoice

Steps

1. Open Dashboard and choose Quotes.
2. Once the quote shows Accepted, select Convert to invoice. A quote that was sent or viewed has the same action in its menu.
3. Read the box. It says a draft invoice for the quote total is created with the same lines.
4. Select Create invoice. The toast says the invoice was created as a draft, and the dashboard takes you to your draft invoices.
5. Open the draft, check the dates and send it. See send as a link.

Good to know

The new invoice gets your next number, today as its issue date and a due date 14 days out, so check the terms. Each quote can become one invoice. If it already did, the dashboard names that invoice and tells you to open it, or void it first if you need a new one.

Deposits

Any deposit already received moves onto the invoice as a payment. If the quote asks for a deposit that is not marked as received, nothing is recorded for it.

Common problems

• It says the quote already became an invoice.

  Each quote converts once. Open that invoice, or void it first if you need a new one.