QUOTES
Turn a quote into an invoice
When your customer says yes, one tap creates a new invoice with the quote’s customer and items already filled in.
Steps
Open the quote from Documents.
Choose Turn into invoice.
Check the new invoice: dates, items, tax and terms. Change anything you need.
Choose Save draft. When you’re ready, issue and send it.
Let it happen automatically
On Pro and Business, Accepted quotes become invoices in Business settings → Automations creates the invoice as soon as your customer accepts online. By default it’s a draft for you to review; under Options you can have it issued straight away.