Guides / WORKFLOW

How to convert a quote into an invoice

The gap between an accepted quote and a sent invoice is where small businesses lose money: a line dropped in retyping, a discount applied twice, a deposit forgotten. The fix is not discipline, it is not retyping in the first place.

How it works

  1. 01

    Get the quote accepted on record

    Collect the customer signature on your device so the acceptance is attached to the document rather than living in an email thread.

  2. 02

    Convert it

    Turn the accepted quote into an invoice. Lines, tax, discounts, references, custom fields and terms carry across without re-entry.

  3. 03

    Record what was already paid

    Log the deposit and any partial payments against the invoice so the outstanding balance is correct rather than reconstructed later.

Carries acrossLines, tax, discounts, references, terms
AcceptanceSignature captured on your device
PaymentsDeposits and partial payments recorded
OutputMulti-page PDF in three styles

Why retyping is the expensive step

Every manual re-entry is a chance to drop a line, mistype a rate, or apply a discount to the wrong subtotal. On a large quote the error is often larger than a day's margin.

It also breaks the audit trail. If the invoice was typed fresh, nothing connects it to what the customer actually agreed to, which is exactly what you need when a figure is disputed.

Keeping deposits straight

A deposit taken at acceptance has to reduce the final balance without disappearing from the record. Logging deposits and partial payments against the invoice keeps both the history and the outstanding figure correct.

Pro adds payment history and reports so the pattern across jobs is visible rather than reassembled from PDFs at month end.

What the customer receives

A polished multi-page PDF in one of three styles, with your own logo and colours under Pro and without the small QuoteLocal footer.

Payment instructions, terms, references and custom fields appear as you configured them, so the invoice matches how your business actually bills.

Questions

Do I have to retype the quote?

No. An accepted quote converts into an invoice with its lines, tax treatment and terms intact.

Can I change lines after converting?

Yes. The invoice is editable if the scope changed between acceptance and completion.

How are deposits handled?

Record the deposit against the invoice so the outstanding balance reflects what is genuinely still owed.

Is the original quote kept?

Yes. The quote remains as a record alongside the invoice it produced.

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