Convert a quote to an invoice
Turn won business into a tax invoice in one step.
Why it matters
The gap between winning a deal and getting paid is where revenue leaks. Converting an accepted quote into an invoice in one step closes that gap and keeps your cash flow moving.
How it connects
Payments you record against the invoice post straight to your general ledger, so finance never has to re-key anything and your books stay current.
Step by step
- 1Open the accepted offer.
- 2Click Convert to invoice.
- 3Review the auto-filled invoice and VAT.
- 4Send the premium PDF by email.
Tip
Payments recorded on the invoice post straight to your ledger.