Once a customer accepts an estimate, QuoteIQ makes it easy to convert it directly into an invoice. In this guide, you’ll learn how to edit invoice details, choose payment terms, add billing information, and send the invoice to your customer.
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Step 1: Open the Estimates Tab
From your Dashboard, click the Estimates tab in the top navigation bar.
Step 2: Locate the Estimate You Want to Convert
Scroll through your list of estimates and find the one you want to turn into an invoice.
Click the Invoice button under that estimate.
Step 3: Edit Invoice Details
After clicking “Invoice,” you’ll land on the invoice editing screen.
Here you can:
Set the Payment Terms:
Set the Payment Terms:
Set the Payment Terms:
Due upon receipt
1% 10 Net 30 (1% discount if paid in 10 days, net due in 30)
Due after 30 days
Add or edit Billing Information:
Add or edit Billing Information:
Discount Rate
Tax Rate
Convenience Fee
Set Payment Status:
Set Payment Status:
Paid
Pending
Choose the Invoice Type:
Choose the Invoice Type:
One-time
Recurring (select the recurrence frequency)
Add or Edit Additional Information:
Add or Edit Additional Information:
Client Message
Photos
Accepted Payment Methods
Payment Terms
Once completed, press Save & Continue
Step 4: Preview and Send the Invoice
Review how the invoice will appear to your customer.
When you’re ready, click Send and choose from:
Send via Email
Send via Text
Copy Link to send manually
After sending, click Exit and Close.
Step 5: Manage Invoices from the Invoices Tab
To view all past and current invoices:
Click the Invoices tab in the left-hand sidebar.
Here you can:
View invoice history
Mark invoices as paid
Send reminders directly from the list view
Edit invoices
Tip: Using Net 30 with early pay discounts is a great way to incentivize faster payments while staying flexible with clients.