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Convert quote to invoice

An Accepted Quote is converted to an Invoice. All line items are copied.

When this happens: You click Convert to Invoice on an Accepted Quote.

Step by step

  1. 1

    Click Convert to Invoice on an Accepted Quote.

    EasyCRM creates a new Invoice: - Invoice Number: auto-generated (INV-YYMMDD-NNN). - Line items copied: Product, Quantity, Unit Price, Discount, Line Total. - Subtotal, Tax, Total copied from Quote. - Status: Draft - Due Date: Creation Date + system payment terms (e.g. Net 30). - Linked to Quote, Opportunity, Company, Contact. EasyCRM shows the new Invoice in edit mode for review.

  2. 2

    Review and optionally edits the Invoice (adjust due date, payment terms, notes).

  3. 3

    Click Save.

    EasyCRM saves the Invoice. (source: QuoteConversion). EasyCRM takes you to Invoice detail page. Toast: Invoice [INV-Number] created from Quote [Q-Number].

Other paths

Invoice already exists for this quote

An Invoice was already created from this Quote. EasyCRM shows a warning: An invoice was already created from this quote. Create another? Click Yes — new invoice created. Or No — cancelled.

Create invoice manually (without quote)

Go to Invoices — New Invoice EasyCRM shows form: Company (required), Contact, Due Date (required), Payment Terms, Tax Rate, Line Items, Notes. No linked Quote. Fill in details and saves. (source: Manual).

If something goes wrong

Quote not accepted

Quote status is not Accepted Convert to Invoice button is hidden.

Good to know

  • Invoice Number format: INV-YYMMDD-NNN.
  • Due Date defaults to Invoice creation date + configured payment terms.
  • One-click conversion with all data pre-filled.
  • Multiple invoices can be created from the same Quote (for edge cases).