Converting Quotes to Invoices
Learn how to convert accepted quotes into invoices in Billo Invoicing to streamline your workflow and get paid faster.
When to Convert
Convert quotes when:
- Client accepts the quote
- Work is confirmed
- Ready to invoice
- Starting the project
How to Convert
Method 1: From Quote Page
- Open the quote
- Click Convert to Invoice
- Review converted invoice
- Make any adjustments
- Save or send
Method 2: From Quotes List
- Go to Quotes page
- Find approved quote
- Click Convert button
- Confirm conversion
What Gets Converted
Preserved Details
- All line items
- Client information
- Descriptions
- VAT rates
- Payment terms
- Notes
New Information
- New invoice number
- Current issue date
- New due date
- Invoice status
After Conversion
Quote Status
- Original quote marked as accepted
- Shows conversion history
- Maintains link to invoice
Invoice Creation
- New invoice created
- Ready to send
- Can be edited
- Tracks separately
Best Practices
- Convert promptly after approval
- Review before sending
- Adjust dates if needed
- Update amounts if changed
- Send invoice immediately
Converting quotes streamlines your workflow!