Turn an accepted quote into an invoice in one click, preserving the line-item lineage
The invoice inherits everything from the accepted quote.
When a customer accepts a quote, it can become an invoice without you retyping anything. The invoice inherits the customer, the line items, the pricing, the currency, and the terms — exactly as configured on the accepted quote (including any options the buyer toggled on the interactive page). The new invoice lands as a Draft; you set the invoice and due dates, then send it. Only an accepted quote can be converted.
The invoice remembers which quote it came from.
The new invoice links back to its source quote, so the company, contact, and opportunity timelines show the whole arc — quote sent, quote accepted, invoice raised, invoice paid. You can convert the full quote at once, or convert it in stages using milestone billing when the work is delivered over time.
What the invoice looks like the moment a deposit quote is accepted.
If the quote carries a deposit and you collect payments online, the customer can accept and pay in one flow, and the invoice is raised for them automatically. That invoice is issued for the full order total and carries the same line items the customer accepted, not just the deposit. The split lives on the payment schedule: a Deposit milestone due now, and a Balance milestone due 30 days later. Paying the deposit settles the first milestone and leaves the balance outstanding on the same document.
These invoices carry no invoice-level due date, so an order the customer accepted but never paid for never turns overdue, never enters collections, and never accrues a late fee. Reminders are sent per milestone instead: seven days before, the day before, and once more if a milestone passes its date unpaid.