Create an invoice from a quote

Convert an accepted quote from Menu > Sales > Quotes into an invoice so that its customer and nonfulfillable quote lines carry into a new invoice form. Review and submit or save that form to create the invoice; only then does the quote change to Converted and become read-only except for its memo.

Before you begin

You need a quote with Closed - won status. The quote cannot contain fulfillable items. A quote with fulfillable items can be converted only to a sales order.

To create an invoice from a quote

  1. Open Menu, and then select Sales > Quotes.
  2. Open the quote that you want to convert.
  3. Select More actions > Convert to invoice.
  4. On New invoice, review the supplied customer and quote items.
  5. Review or change Date, Due date, terms, location, sales channel, memo, term discount, item quantities and rates, totals, and tax information when applicable.
  6. Select Submit to create and submit the invoice, or Save as draft to finish it later.

QuickStart creates the invoice only after you select Submit or Save as draft. The quote then changes to Converted, and only its Memo field can be edited.

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