Converting an accepted quote to an invoice

Build and save a quote like any other document. Once your client accepts it, open that quote and click "Client accepted - convert to invoice." Every line item, client detail, and note carries straight over into a new invoice - just double-check the dates and invoice number before saving.

Because the conversion is a real, saved link (not just copied text), your Reports page can show you a genuine count of how many quotes have turned into invoices - not a guess.