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How to convert quotes to invoices

Step by step on how to convert a quote to an invoice
Written by Johann Oberholzer
Updated 5 months ago

How to video:

Step by step walkthrough:

You are able to generate and send a quote to your clients. Once they accept this quote, you can convert and send a follow up invoice by following these simple steps:

  1. Navigate to the 'Business' tab at the bottom of the screen
  2. Click on 'Quotes'
  3. Swipe left on the quote you would like to convert to an invoice
  4. Select 'convert to invoice' 
  5. Select 'Save & Send' to send the invoice to your client

Before sending the invoice you may want to:

  1. Instead of sending the invoice to your client, you can select "Paid by Cash" if the invoice was paid in cash
  2. You can also "Preview" the invoice before sending
  3. "Save Draft" to send it later

You can update the information to be included in the invoice after selecting 'convert to invoice'. So there is no need to update a quote manually.

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