What this does
Copies the quote's line items, customer, and pricing into a new draft invoice. The quote is marked as Invoiced.
When to use it
Use this when a customer accepts your quote and you're ready to bill them.
Step by step
- Go to Quotes and open the accepted quote
- Click Convert to Invoice in the top right
- Review the invoice details — edit line items or due date if needed
- Click Send or Save