Convert to Invoice

Once you have created a quote, you can convert it into an invoice. Here’s how:

• Go to Sales and select Quotes.

• Select the quote which you want to convert into an invoice.

• Click Convert to Invoice.

  

• The New Invoice page will be auto-populated. You can save the invoice from here.

  Note: A quote in the **Draft** or **Expired** status cannot be converted to invoice.

If you want an accepted quote to be automatically converted to an invoice, here’s how you can set it up:

• Go to Settings and select Preferences.
• Select Quotes in the left menu.
• Choose the appropriate action under Automatically convert accepted quote to invoice?.
• Select the fields you want to copy from your quote to the invoice.
• Click Save.