Zoho Invoice

FAQ

Global
United States
United Kingdom
Canada
Australia
India
Saudi Arabia
United Arab Emirates
Bahrain
Kuwait
Oman
Qatar
Kenya
Mexico

Can accepted quotes be automatically converted to invoices??

To automatically convert accepted estimates to invoices,

  • Navigate to Settings > Preferences > Quotes
  • Under the Automatically convert accepted Quote to Invoice,
    • Check Yes, Save as Draft - Convert to invoice and save it in draft state.
    • Check Yes, Save and Send - Convert to invoice and send it to the customer directly.
  • Hit the Save button to save this action.

    Convert quotes to invoices automatically

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