Create Invoice from Quote in Tradify Mobile

  1. Open your Quote, select the ... button at the top-right corner of the screen.
  2. 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 - use this to invoice the entire quote - you will be able to edit it once sent
    • Remaining Amount
    • Percentage of Quote
    • Fixed Amount
    • Line Items in Quote 
  3. Select whether you'd like to Group quote sections into a single line item or Group kits into a single line item.
  4. The invoice is created in draft.  Edit or fill in details as needed and select Approve or Save.


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