Copying a Quote To an Invoice on Tradify Web

Once a Quote has been accepted in Tradify, you'll have the ability to automatically turn your quote into an Invoice.

Important Note: Due to the complexities around this function, we've linked separately articles below which outline the different processes available to use. For the purpose of this article, we'll show you how to invoice the "Entire quote amount", however, if you'd like to use one of the other invoice types, please view one of the corresponding links below.


Copying a Quote to Invoice

Within the accepted Quote:

  1. Navigate to the bottom right-hand corner.
  2. Select Copy Quote to Invoice.
  3. You'll then be asked to select the Invoice Type. For the purpose of this video, we've selected Entire Quote Amount.

For information on using the other types, please select one of the corresponding links above.

Once you've selected the Invoice Type, click "Ok" to create your draft Invoice.

Note: After the invoice has been saved, 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).

It's important to note that if you make any amendments to the invoice after it's been created, these amendments will not show through on the quote's cost breakdown. 
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