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From quote to invoice — in one click.

The customer said yes? Convert the quote and the invoice is ready: customer, line items and prices carry over, the quote is marked as invoiced. Review the draft first — or send it straight away.

  • Customer, line items, prices and tax details carry over
  • Convert & send — issued and emailed in one step
  • The quote number printed on the invoice
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Two ways

Check first — or send straight away.

One dialog, two buttons — from the quote list or the quote itself. Pick what fits the job.

Convert

An invoice draft to review

The invoice opens as a draft. Add the delivery date or service period, adjust the lines or texts — then issue it.

  1. Draft
  2. Review & add
  3. Issue
Convert & send

Issued and emailed in one step

For the clear “yes”: the invoice gets its number, the PDF is archived and it goes to your customer by email — all at once. An e-invoice is checked first: if a required detail is missing, nothing is issued.

  1. Issued
  2. Sent by email

Needs your customer’s email address.

Safe in one step

All of it — or nothing.

Convert & send issues a real invoice. So it checks first, and it goes through completely or not at all.

  • Checked first, then issued

    For an e-invoice, UNENO checks the required details before the number is assigned. If something is missing, nothing is issued — no number is used, and the quote stays ready to convert.

  • Format fixed at issue

    PDF or your country’s e-invoice — ZUGFeRD or XRechnung in Germany, Factur-X in France — decided when the invoice is issued and kept, even if you switch e-invoicing on or off later.

  • Sent as your company — with copy and history

    The email goes out as “Your company (via UNENO)” or through your own mail server, to the customer’s copy address too if one is saved — and appears in the invoice’s sending history.

Carried over

Nothing typed twice.

Taken from the quote

  • Customer and contact person
  • Language and currency
  • All line items — quantities, units with their e-invoice code, prices
  • Your tax details per line — rate, reason and note (e.g. reverse charge)
  • The totals

Set for the invoice

Number
The next one from your invoice range
Date
The day the invoice is issued
Texts
Your invoice texts, payment terms included
Payment term
Your default term
Linked

Quote and invoice stay connected.

  • The quote shows “Invoiced”

    Its status changes on conversion — you see at once which quotes have been billed.

  • The invoice in the quote list

    Each converted quote links to its invoice — marked “Draft” while it hasn’t been issued yet.

  • “Ref. quote” on the invoice

    The quote number is printed in the invoice header — on by default, switch it off in the settings.

  • Converted exactly once

    A quote can only become one invoice — even two clicks at the same moment can’t bill it twice.

FAQ

Questions about converting quotes

Short answers to what people ask us most.

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Can I convert only part of a quote?

A quote is always converted as a whole. With “Convert” you get an invoice draft, so you can remove or change line items before you issue it.

Can I convert an expired quote?

Yes. Issued, sent and expired quotes can all be converted into an invoice.

What happens to the quote?

It is marked as Invoiced and stays in your quote list, linked to its invoice. A quote can only be converted once.

Is the quote number printed on the invoice?

Yes — a “Ref. quote” line with the quote number appears in the invoice header. It is on by default and can be switched off in the settings.

Can I still change the invoice before it goes out?

With “Convert” the invoice opens as a draft: add the delivery date, adjust lines or texts, then issue it. “Convert & send” issues and emails it right away.

What happens with “Convert & send” if something is missing for the e-invoice?

Nothing is issued: no number is used and the quote stays ready to convert. The message lists everything that is missing — complete it and convert again.

Does the invoice keep the tax reason from the quote, e.g. reverse charge?

Yes. Rate, reason and note of every line carry over unchanged — UNENO never changes your choice. If it doesn’t fit the customer, the invoice editor points it out.

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Get started now

Start your 14-day free trial of UNENO Invoice — no credit card required.

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  • Made & hosted in Germany
  • GDPR-compliant
  • E-invoicing built in
  • 14-day free trial