Navigation: Select Invoices from the sidebar.
How do I create an invoice?
Click + Add New Invoice.
Select the Company and add line items as you would on a quote.
Set the Due Date.
Taxes are not added automatically. Add them using Add Taxes.
How do I convert a quote to an invoice?
Open the quote.
Select Convert to Invoice.
The invoice copies the quote's line items and taxes. If the quote has no taxes, the invoice will have none either.
The quote's status does not change.
Invoices created from a quote are listed on the quote under Linked Invoices.
One quote can have multiple invoices.
Good to know
The Issue Date is set automatically the first time you send the invoice.
Payment terms in settings are labels only. Set the due date on each invoice.
Online payment is not currently supported. Mark an invoice as Paid once you receive payment.
One work order can be linked to multiple quotes and invoices.