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
- Go to an Accepted Quote (for more steps on Accepting a Quote, visit Approving, Accepting and Revising Quotes on Tradify Web and Mobile).
- Select the ... button in the upper-right corner.
- Select Create Invoice from Quote.
- Select Copy Entire Quote.
- 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.
- Fill out the Invoice as necessary.
- Select Save or Approve.