Convert a quote to an invoice

When your customer says yes, turn the quote into an invoice — without typing the customer and lines again. There’s no separate “accepted” mark: converting is the acceptance.

Convert

1. In the quote list, click ⋮ → Convert to invoice on the quote — or, in the quote’s overview, at the top of the Actions card. This works for quotes that are Issued, Sent or Expired.

2. Choose how to continue:

   

   • Convert creates an invoice draft and opens it. You see Quote converted — review the new invoice draft. Check the invoice and issue it when everything is right.
   • Convert & send creates the invoice, issues it and emails it to the customer — all in one step. You stay where you are and see Quote converted — the invoice was issued and sent.

The quote is then listed as Invoiced. The Invoice column shows the new invoice’s number as a link — or Draft while the invoice hasn’t been issued yet. In the quote’s overview, Open invoice takes you straight to it.

What carries over to the invoice

Carried over	New for the invoice
Customer and contact person	Payment term — your Default payment term
Language and currency	Opening text and signature — your standard texts for invoices, not the quote’s
Every line with quantity, unit, price and tax rate	Invoice number and invoice date — when it’s issued
Subtotal, VAT and total

You can still change anything in the invoice draft — the quote isn’t affected.

The quote number on the invoice

An invoice created from a quote carries a Ref. quote line with the quote number in its header, so your customer can match the two. If you don’t want that, go to Settings → Documents settings and, in the Invoices & quotes card, turn off Show source quote on invoice.

Good to know

• Each quote can be converted only once. After that it’s Invoiced, and Convert to invoice disappears from the menu. If you need a second invoice, use Duplicate on the invoice.
• To convert, the role needs Invoices → Create; for Convert & send also Invoices → Update.
• Convert & send is greyed out if the customer has no email address.
• If sending fails, the invoice is still issued — you see Quote converted and the invoice issued, but sending failed — open the invoice to resend.
• If converting isn’t included in your plan, the window shows a note instead. The workspace owner can upgrade the plan right there.
• An invoice needs a complete billing address for the customer. If it’s missing, add it to the customer before you issue the invoice.