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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

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