We're here to help...

Converting quotes to invoices

Can I convert a quote into an invoice? Yes… sort of!  

Invoices can only be created from jobs, so to convert a quote into an invoice, you must first mark the quote as accepted.

Once accepted, you can click the ‘Convert to invoice‘ from the Actions menu and you’ll be taken to the job invoice screen.

Learn more about invoicing a job.

Last updated: 19th July 2017

Was this article helpful?

2 0

Still need help?  Send us a message

YourTradeBase is...
Built For The Trades

YourTradeBase is built with by Forty Two Ltd.  We're hiring!

Looking for the fine print? See our terms of use and privacy policy.

Stay in touch on Facebook, Twitter and YouTube

© Forty Two Ltd 2013 - 2017
Registered in England and Wales number 6972939