Open app Sign up Pricing Contact support

Convert a quote to an invoice

Once a client accepts, convert the quote in one click — all line items carry over.

  1. Open the accepted quote.
  2. Click Convert to invoice (or create invoice from quote actions).
  3. Review due date and payment terms.
  4. Save and send the invoice link to your client the same way you sent the quote.
Invoice with line items and Record Payment button
After conversion, manage the invoice from Invoices — record payments, download PDF, or void if needed.

For payment setup, see Bank transfers or enable Stripe in Settings on Pro+.