How To Copy a Quote to an Invoice in Tradify Mobile

Learn how to create a Quote to an Invoice on Tradify Mobile.

To do this:

  1. 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.
  2. Select the ... button at the top-right corner of the screen.
  3. 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
    Remaining Amount
    Percentage of Quote
    Fixed Amount
    Line Items in Quote
     
  4. Select whether you'd like to Group quote sections into a single line item or Group kits into a single line item.
  5. Fill in the invoice as needed.
  6. Select Approve or Save.

 

Was this article helpful?
0 out of 0 found this helpful