Convert to Invoice

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

Convert to invoice

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:

Automatically convert an accepted quote to invoice

Next >
Create Retainers

Related >

Want a feature?
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.