Invoices & Billing
Turning an Accepted Quote into an Invoice
Invoice the monthly lines, the one-time lines or everything on a quote.
Once a client accepts a quote and it is assigned to a location, the quote can raise the first invoice directly.
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.
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.
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.