Create an Invoice

Create a blank invoice when the job did not start as a quote, or when you want a fresh draft instead of converting an accepted quote.

Create a blank invoice

1. Go to Invoices.
2. Click Create Invoice.
3. Choose Create Blank Invoice.
4. Pick a contact and a property. The contact needs an email or a phone number.
5. QuoteBolt creates a Draft invoice and opens it so you can add line items, tax, discount, notes, and a due date.

Prefer converting a quote?

If the customer already accepted a quote, convert it instead of starting blank. That copies line items and customer details for you.

Convert a quote to an invoice

What happens next

1. Send the invoice
2. Understand invoice statuses
3. Connect Stripe for online pay

Good to know

• QuoteBolt assigns invoice numbers automatically (for example INV-0001).
• From the invoice you can edit details, download the PDF, send, void, or delete — matching the actions on the invoice page.