Before you start
- The quote has already been approved or is otherwise ready to bill.
What you'll do
Move from sold work to billable work faster and with fewer missed details.
Do this
- 1
Open the approved quote
Find the quote you are ready to bill from and make sure the details are final.
- 2
Use the invoice conversion action
Create the invoice from the quote so pricing and work details carry over automatically.
- 3
Review the invoice before sending
Check taxes, due date, and totals before it goes out to the customer.
Why crews and office staff like this
It cuts down on double-entry and helps keep the sold scope tied to the billed scope.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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