## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/fr/invoice/llms.txt

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

# Converting Quote to Invoice

As soon as your customer accepts the quote, a quote can be converted into an invoice [automatically](/fr/invoice/help/estimate/convert-estimate-invoice.html#automatically) or [manually](/fr/invoice/help/estimate/convert-estimate-invoice.html#manually) based on your preferences.

### Converting Quote to an Invoice Automatically

Zoho Invoice enables you to automate the process of converting an accepted quote into an invoice without any intervention. You can choose this option in the [Quote Preferences](/fr/invoice/help/estimate/convert-estimate-invoice.html#estimate-preferences) page and quotes will automatically convert itself into invoices.

To automate the quote conversion:

*   Go to **Settings** and select **Quotes**.
*   Under **Automatically convert accepted Quote to Invoice** section:
    *   Select **Convert accepted quotes to draft invoices** if you want to automatically convert an accepted quote to an invoice and save the invoice as **Draft**. OR
    *   Select **Convert accepted quotes to invoices and email it to the customer** if you want to automatically convert an accepted quote to an invoice and send the invoice to your customer. The invoice will be available in the Invoices module in **Open** status.
*   Click **Save**.

Now, all the quotes that are accepted will be automatically converted to an invoice and saved according to your preference.

### Converting Quote to an Invoice Manually

Alternatively, you can choose to convert an accepted quote to an invoice manually in [Quote Preferences](/fr/invoice/help/estimate/convert-estimate-invoice.html#estimate-preferences). To do so:

*   Go to **Settings** and select **Quotes**.
*   Under **Automatically convert accepted Quote to Invoice** section:
    *   Select **Don’t convert accepted quotes automatically** to manually convert a quote to invoice.
*   Click **Save**.

Now, you would have to manually convert all the accepted quotes as invoices. To convert a quote to an invoice manually:

1.  Go to **Quotes** on the left sidebar or press **shift** + **e** to instantly navigate to the **Quotes** module.
2.  Select the quote that you want to convert to an invoice.
3.  Click **Convert to Invoice** at the top.
4.  Check the information in the invoice.
5.  Click **Save as Draft** to save the invoice as a draft or **Save and Send** to save the invoice as open and send it as an email to the customer.

## You might also find these helpful

[

### Quote Preferences

Learn about accepting/rejecting quotes according to your preference, automating quote conversion, adding custom fields, and more.

](/fr/invoice/help/estimate/estimate-preferences.html?src=help-other-resources)[

### Send Invoice to Customer

Share the created invoices with your customers to request payment and maintain clear financial records.

](/fr/invoice/help/invoice/managing-invoices.html#mailing-invoice?src=help-other-resources)