Convert to Invoice

When a quote is approved, conversion is the fastest way to continue the workflow into billing.

Typical Flow

1. Open the approved quote.
2. Choose the convert-to-invoice action.
3. Review the generated invoice draft.
4. Confirm dates, payment terms, and any billing-specific adjustments before saving.

Why It Helps

Conversion keeps the commercial structure consistent between the accepted quote and the final invoice while avoiding duplicate manual entry.

Related Pages

• Creating Quotes
• Invoices
• Creating Invoices