## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Convert to Invoice

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*   [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fca%2Fbooks%2Fhelp%2Fquote%2Fconvert-to-inv.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.)
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*    [![View as Markdown](/books/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/ca/books/help/quote/convert-to-inv.md)

Once the customer accepts the quote or you mark it as accepted and the work is complete, you can convert it to an invoice. Here’s how:

*   Log in to your Zoho Books organization.
*   Go to _Sales_ on the left sidebar, and select **Quotes**.
*   Select the quote you want to convert to an invoice.
*   In the _Details_ page, click _Convert_ and select **Convert to Invoice** in the dropdown.
*   You’ll now be redirected to the _New Invoice_ page. Fill in the following fields:
    *   **Customer Name:** Verify and update, if needed.
    *   **Invoice#:** This will be auto-populated, but you can enter it manually if needed.
    *   **Invoice Date:** Select the creation date of the invoice.
*   Review and update other necessary details.
*   Click **Save as Draft** to save it as a draft, or **Save and Send** to save and send it to the customer.

Now, after converting the quote into an invoice and saving it as a draft or sending it to the customer, the quote will be marked as **Invoiced**.

**Pro Tip:** If you’ve enabled **Progress Invoice**, clicking **Convert to Invoice** will open a popup. In this popup, click **Invoice the entire amount** to create an invoice for the entire quote amount.

**Warning:** If you want to change the customer’s name on an invoice that was converted from a quote, first [delete the invoice](/ca/books/help/invoice/delete-invoice.html), [edit the quote](/ca/books/help/quote/other-actions.html#edit-a-quote) to update the customer’s name, and then convert a new invoice from the updated quote.