How To Invoice An Entire Quote On Tradify Mobile

Understand how to turn an entire Quote into an Invoice on Tradify's mobile app. Creating an Invoice this way captures all the work you did instantly.

Creating an Invoice from a Quote on Tradify Mobile

  1. Go to an Accepted Quote (for more steps on Accepting a Quote, visit Approving, Accepting and Revising Quotes on Tradify Web and Mobile).
  2. Select the ... button in the upper-right corner.
  3. Select Create Invoice from Quote.
  4. Select Copy Entire Quote.
  5. Select whether you'd like to:
    Group quote sections into a single line item on the invoice OR
    Group kits into a single line item on the invoice.
  6. Fill out the Invoice as necessary.
  7. Select Save or Approve.

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