Quickly convert your quote into an invoice at a click of a button.
Convert your quote to an invoice from within your quote:
- Create and complete your quote
- Press save, you’ll then be taken to a preview of your quote
- Tap on the two green lines above the status bar to pull up the option to “Convert to Invoice”
You can also convert your quote from the quote list, simply swipe left on your quote and tap on “Convert”
- Create and complete your quote.
- Click on the action button and select “Convert”.
You can also convert your quote from the quote list by clicking on the 3 horizontal green dots and selecting “Convert”.
- A new invoice will be created with all the information from your quote, simply tap on save and send to your client.
- The status of your quote will be changed to converted and no further changes can be made to the quote itself.