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
Check these common issues... Your payment details have changed You can update your subscription payment details in Apple Billing or […]
You can update the payment details for your Sole subscription on your iPhone. iOS: How to change or cancel your […]
Reset a forgotten password How to video: Step by step walkthrough: How to reset your password If you've forgotten your […]
Tips on how to protect your Sole and bank account better At Sole, we are dedicated to keeping your data […]
What to do if you have received a suspicious email Phishing, spam, spoof, or hoax emails are much more common […]