Convert a Quote into an Invoice

Quotes can easily be converted directly to an invoice without needing to re-enter information like the date, client and amount.

After your client accepts your quote and have converted the information into an invoice, the new invoice will follow the invoice number sequence. Once you have completed the agreed upon work, send off the invoice and get paid.

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iPhone, iPad, and Android

  1. Tap on Quotes
  2. Open the quote
  3. Tap on Copy to invoice
  4. Choose the document type, the fields you wish to copy, and tap Copy
  5. Edit the information on the invoice, if needed
  6. Tap Save

Web

  1. Click on Quotes
  2. Open the quote
  3. Click the ... menu button at the top right
  4. Click Copy to invoice
  5. Choose the document type, the fields you wish to copy, and click Copy
  6. Edit the information on the invoice, if needed
  7. Click Save and close 

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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