How to convert a quote to an invoice

Converting a quote creates a linked draft invoice that copies the customer, line items, and totals already approved. See how to accept a quote, how to send a quote, then how to issue an invoice.

When conversion is available

1. The quote must be in Sent or Accepted status.
2. Quotes already converted to an invoice cannot be converted again.
3. You need write access to quotes and invoices.

Convert the quote

1. Open Sales → Quotes and select the quote.
2. Review client details, line items, and totals one last time.
3. Select Convert to invoice.
4. Confirm the action when prompted.

After conversion

1. Fiscora opens the new draft invoice linked to the quote.
2. Issue and send the invoice through the normal invoice workflow.