Convert a quote to an invoice

Converting a quote keeps accepted scope connected to the billing workflow.

What this feature is for

• Converting a quote keeps accepted scope connected to the billing workflow.

When to use it

• A customer accepted a quote.
• You are ready to request payment.

Do it manually

1. Open Money and find the quote.
2. Confirm it is accepted or ready to convert.
3. Choose Convert to invoice.
4. Review the new invoice number, amount, due date, and customer.
5. Send the invoice only after final review.

Ask Faster AI

Convert the accepted quote for [customer] into an invoice draft. Keep it unsent until I verify amount, due date, and customer details.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of convert a quote to an invoice.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Send an invoice
• Track invoice status