Copy a Quote To an Invoice

Topic

After a Quote is accepted in Tradify, you can easily convert it into an Invoice.

Video Guide

Instructions

Note: If you're using quote options, any declined options will not transfer to an invoice. 

1. Navigate to the Quotes page.
2. Select the Accepted tab.
3. Search for and select the Quote you want to convert to an Invoice.
4. Select Copy to Invoice.
5. Select the Invoice Type. 
6. Select the toggle options you want enabled.
7. Select Ok to create your draft Invoice.

Note: If you select Save & Exit on the new generated Invoice, Tradify will reopen the Quote. Within the cost breakdown of the Quote, Tradify will display all linked invoices (as shown in the last stage of this video).

If you make any amendments to the invoice after it's been created, these amendments will not show on the quote's cost breakdown. 

Invoice Types

• Invoicing Percentage of Quote
• Invoicing Fixed Amount of Quote
• Invoicing Line Items on Quote
• Invoicing by Cut-off Date

Additional Information

For more info on invoicing, see here: Create Invoice from a Template