Convert a quote to an invoice
One click turns an agreed quote into an invoice — no re-typing. Every line item carries over exactly as quoted, and the quote freezes as a permanent record of what the customer agreed to.
How to convert
- Open the quote.
- Click Convert to invoice.
- Review the new invoice — add an odometer reading if you have one — then issue it as usual.
When you can convert
- Any live quote — Draft, Sent, or Accepted. You don’t have to wait for the customer to tap Accept if they agreed in person or on the phone.
- Dead quotes — Rejected, Expired, or Cancelled — can’t be converted. Issue a fresh quote instead so the customer never gets stale pricing.
What carries over
- All line items — parts stay nested under their service, labour keeps its heading, description, hours, and rate.
- The VAT treatment as quoted.
- The vehicle report (advisories), if you added one.
- The invoice gets its own invoice number and its own customer-facing link.
No duplicates: converting the same quote twice just opens the existing invoice — it never creates a second one. After conversion the quote is read-only and shows a link to its invoice.
After converting
- Send the invoice from its detail page — see Create an invoice for the issue-and-send flow.
- Invoice T&Cs (set under Settings → Business & Billing) are frozen onto the invoice when you issue it — these are separate from your quotation terms.
- Mark it paid when the money lands — see Mark an invoice as paid.