Invoices & Billing

Turning an Accepted Quote into an Invoice

Invoice the monthly lines, the one-time lines or everything on a quote.

Last updated October 29, 2026

Once a client accepts a quote and it is assigned to a location, the quote can raise the first invoice directly.

1

Open the quote

Go to Quotes and open the accepted quote. The Create invoice button needs the quote to be accepted and assigned to a location; the tooltip says so when it is not.

2

Pick the scope

Choose what to invoice: all lines, only the monthly lines or only the one-time lines. Recurring work is usually invoiced monthly from the location afterwards, so a common pattern is one-time lines now and monthly billing on the location.

3

Done

The invoice is created with the quote as its origin and opens under Invoices. Creating it again with the same scope returns the existing invoice rather than a duplicate.

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