Turn a quote into an invoice

From the quote

1. Open the accepted quote

   Only Accepted quotes can be converted. Each quote can be converted once; if an invoice already exists you'll see An invoice already exists for this quote.

2. Choose Create Invoice

   The Create Invoice from Quote dialog shows the quote number and total.

3. Pick the invoice type

   Full invoice bills the whole amount. Deposit invoice collects part of it now; see below.

4. Set the due date

   The due date defaults to seven days from today. Change it to whatever you agreed with the client.

5. Create, then send

   Pricely creates the invoice as a Draft and opens it. You'll see It stays a draft until you email it. Nothing reaches the client until you choose Send invoice.

A full invoice copies the quote's line items (with their line discounts, units and tax-exempt flags), currency, tax, discount, notes, terms and PO number, and links back to the source quote. Deposit and balance invoices each have a single line for their share of the quote total.

Deposit invoices

Choose Deposit invoice and enter a percentage from 1 to 99. The dialog shows the deposit amount as you type. Pricely then creates two drafts:

From the Invoices page

When you have accepted quotes that aren't invoiced yet, the Invoices page shows Convert Quote (n). It opens Convert Quote to Invoice. Select an accepted quote and choose when payment is due:

What your client sees

When you send the invoice, your client gets an email with the amount due and a View & Pay Invoice button. The link opens the invoice in their browser, with no account needed. From there they can save a PDF and, if you accept them, pay by card or follow your bank transfer details.

With a deposit, send the deposit invoice first. Keep the balance invoice as a draft until the work is done, then send it.

Troubleshooting

Invoices without a quote

For one-off work, create an invoice directly with New Invoice. See Create a quick invoice.