How do I convert a quote to an invoice? : Formitize Help Desk

How can we help you today?

Modified on: Fri, 22 Jul, 2022 at 2:28 PM

A quote can be converted to an invoice in both the Web Portal and the App.

In the Web Portal, edit the existing quote > scroll to the bottom of the page > select convert to invoice > save.

In the App > edit the quote > swipe left to convert to invoice.

You can also open the quote through the Quotes list or within the Contact > select the quote > choose convert to invoice at the bottom of the screen.

Did you find it helpful? Yes No