Convert a Quote to an Invoice

Turn an accepted quote into a draft invoice. QuoteBolt copies the customer, property, line items, tax, discount, and notes so you do not retype them.

Convert from the quote

1. Open the quote. Status must be Accepted.
2. Click Convert to Invoice.
3. If the quote has no property, add one in the Add a Property dialog, then confirm Convert to Invoice.
4. QuoteBolt opens the new invoice. It starts as a Draft.

Convert from Create Invoice

1. Go to Invoices and click Create Invoice.
2. Under accepted quotes ready to convert, click Convert on the quote you want.

What carries over

• Title, description, line items, tax, discount, totals, and notes
• Customer name, email, phone, and address
• Property and job link when the quote had them

The invoice is a separate document. Editing it does not change the quote. If that quote already has an invoice, QuoteBolt opens the existing one instead of making a duplicate.

What happens next

1. Send the invoice
2. Understand invoice statuses
3. Connect Stripe if customers will pay online

Good to know

• When a customer accepts a quote on the public quote page, QuoteBolt can create the invoice automatically.
• Online pay is not created at convert. Customers use Pay Now on the public invoice after you send it (Stripe Connect must be ready).