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.

Aron Washer avatar
Written by Aron Washer
Updated over 2 years 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?