Quotes · free, in your browser
Turn an accepted quote into an invoice
No retyping: an accepted quote becomes a confirmed order in Orders or a draft invoice in Invoices, with the customer, lines, tax and notes copied and a link back to the quote.
How to do it
- Open the quote in Quotes.
- Choose Make invoice for a draft invoice, or Make order to fulfil it from stock first.
- The quote is marked accepted and keeps a link to what it became.
- Open the invoice, check it and choose Issue… to give it its number.
Your files stay on this device: Quotes runs in your browser, with no upload, no account and no watermark.
Questions
Can I convert a quote twice?
No. A quote becomes one order or one invoice, once, so the same work cannot be billed twice by mistake.
Does the invoice get its number straight away?
No. It starts as a draft, so you can check it. The gapless number is taken when you issue it.
When does the quote reach my books?
A quote is never posted to the ledger. Only the invoice made from it is, when it is issued.
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