sign up
sign up

How to convert quotes to invoices

Academy page

Step by step on how to convert a quote to an invoice

How to video:

Step by step walkthrough:

You are able to generate and send a quote to your clients. Once they accept this quote, you can convert and send a follow up invoice by following these simple steps:

  1. Navigate to the 'Business' tab at the bottom of the screen
  2. Click on 'Quotes'
  3. Swipe left on the quote you would like to convert to an invoice
    c36db171 1862 46f7 b037 fe99c7b34c04
  4. Select 'convert to invoice' 
  5. Select 'Save & Send' to send the invoice to your client
    eb5284e0 2e53 438a 818a 0802d3599043

Before sending the invoice you may want to:

  1. Instead of sending the invoice to your client, you can select "Paid by Cash" if the invoice was paid in cash
  2. You can also "Preview" the invoice before sending
  3. "Save Draft" to send it later

You can update the information to be included in the invoice after selecting 'convert to invoice'. So there is no need to update a quote manually.

other articles
Sole is the Australian accounting application with all the features you need to manage your business on the go. Simple, smart […]
Sole Sign up process explained How to video: Step by step walkthrough: 1. Sign up via Facebook or Google (or […]
How to update your billing account or cancel your Sole subscription. Update your billing account details You can update your […]
Edit your contact, email or phone details How to video: Step by step walkthrough: You can make changes to your […]
Update/change your payment details IOS Apple manages all subscriptions and you will need to update your payment details through Apple Billing. […]
1 2 3 8