ProQuote to invoice
Turn an accepted quote into an invoice.
Use the details from your accepted quote to create the invoice. Follow the job from the first quote through to payment without entering the same line items again.
- 01
Quote
Price the job and send the quote as a link. Your terms and validity period are on the document.
- 02
Sent
The quote waits with its status visible, so you know exactly what is outstanding and who to follow up.
- 03
Accepted
The client accepts online without an account. The agreed price is now on record for both of you.
- 04
Invoice
The accepted quote becomes the invoice: same lines, same total, plus number, dates and payment details.
- 05
Paid
Mark it paid with the date and method. The record closes, and this month’s collected total goes up.
02Why no retyping matters
Invoice for the agreed work.
The invoice starts with the items and prices from your accepted quote. Review them before sending, and confirm any extra work with your client so they know what they are paying for.
- Same lines, same totals. Nothing drifts between what was quoted and what is billed.
- Extras get quoted too. When the job grows, send an updated quote and confirm the new price.
- A complete customer history. Quotes, invoices and payments sit together on the customer's page.
03Keep reading
Related guides.
One flow, from quote to paid.
Quoting and converting quotes to invoices are Pro features. Every new account starts with 14 days of Pro, no card.
Get started free ↗Try Pro for 14 days without a card. Keep using Free after the trial.