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
An overview of the Dashboard and its features Summary The dashboard is your new business home page. At a glance, […]
How to use Sole to create a quote for future work. In operating your business, you may want to provide […]
Expense categories explained When you're reviewing and sorting your transactions, we give you a list of categories to choose from. […]
How to invoice using nothing more than your phone You have the ability to seamlessly send unlimited professional invoices on […]
What happens when an invoice is sent How to video: Step by step walkthrough: For you Once you hit send, […]