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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Option One: Directly From an Estimate

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:
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:

Discount Rate
Tax Rate
Convenience Fee

Set Payment Status:

Paid
Pending

Choose the Invoice Type:

One-time
Recurring (select the recurrence frequency)

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.

Option Two: From a Job on the Calendar

Step 1: Open the Job on the Calendar

Step 2: Select "Complete Job" and then select "Invoice"

Once you select "Complete Job" you will also have the option to mark it as "Done" as well. This is to help keep track of which jobs have been completed or not, especially if you like to send over the invoice before the job has been fully completed.

You can track Job status within the Job List tab on the lefthand menu.