Skip to main content
All CollectionsInvoices and Quotes
How to Convert a Quote to an Invoice on the App

How to Convert a Quote to an Invoice on the App

How to convert a Quote to an Invoice.

Patryk Hirny avatar
Written by Patryk Hirny
Updated over 2 months ago

An issued Quote can easily be converted into an Invoice.

  1. Open "Existing Records & Drafts".

  2. Then "Quotes".

  3. Find and select your quote.

  4. Tap on it.

  5. Tap "Convert to Invoice" this will allow you to change any details of the invoice before issuing it.

Note:
Once completed, reminders will cease for the quote and an invoice will be produced for the same job that the quote exists under.

Did this answer your question?