What this does
Copies the quote's line items, customer, and pricing into a new invoice, marked as Sent with the accounting entries posted to your general ledger immediately. 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
- The invoice is created immediately in Sent status — click the invoice to view it or email it to your customer