Converting a quote to an invoice

After you've sent a quote to your customer, and when you're ready to invoice your customer, you can convert the quote to an invoice.

Watch the video for detailed steps:

Step-by-step instructions

To convert a quote to an invoice:

1. Go to the quote you want to convert to an invoice.

2. Click `Convert` then choose `To invoice`.

A new invoice will be created as a `Draft` with all the quote data copied over.