Zoho Invoice


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

Was this document helpful?
Thank you for your feedback!