Quotes help you agree scope and pricing before you invoice. When a client accepts a quote, you can convert it to an invoice without retyping line items.
- Open the quote from your Quotes list.
- Confirm the status reflects acceptance (you can mark it as accepted manually).
- Select Convert to invoice.
- Review the pre-filled invoice details, adjust dates if needed, and save.
The new invoice receives its own document number. The original quote remains in your records for reference.