Learn how to create a Quote to an Invoice on Tradify Mobile.
To do this:
- Open your Quote.
There are a variety of ways to do this, but the most straightforward way would be through the Quotes Dashboard or on the Dashboard as you open Tradify's mobile app.
- Select the ... button at the top-right corner of the screen.
- Select Create Invoice from Quote.
You have five options to select from, to suit how the work measured up to your Quote:
Copy Entire Quote Amount
Percentage of Quote
Line Items in Quote
- Select whether you'd like to Group quote sections into a single line item or Group kits into a single line item.
- Fill in the invoice as needed.
- Select Approve or Save.