The slowest part of getting paid? Turning a “yes” into an invoice. With Invoice Master, accepted quotes become invoices in one click—no re‑typing, no errors.
Why one‑click quote‑to‑invoice matters
- Faster cash flow: Minutes—not days—between approval and billing.
- Zero data entry: Line items, quantities, taxes, discounts, and notes transfer automatically.
- Fewer mistakes: Prices stay consistent from quote to invoice.
- Instant pay options: Add Stripe “Pay Now” links or enable Auto‑Pay on conversion.
Want recurring revenue after the first invoice? See Automating Recurring Invoices.
The workflow in 3 steps
- Send a Quote — scope, quantities, expiry date, and optional e‑signature.
- Client Accepts — via the public quote page (tracked in your timeline).
- Convert to Invoice — click Convert; review (or not) and Send with a payment link.
Total time: ~10 seconds.
Built‑in features that speed approvals
- Expiry dates to create urgency (e.g., 14 days).
- Required signature (optional) for regulated industries.
- Comment thread on the quote page for clarifications.
- Attachments (specs, SOWs) that carry over to the invoice.
Managing multi‑step work? Link quotes and tasks with Kanban Your Cash Flow.
Partial approvals, deposits & scope changes
- Partial approval: Duplicate the quote, remove declined lines, and convert the accepted portion.
- Deposits: Add a “Deposit” line or %; after payment, the invoice reflects Partially Paid.
- Revisions: Accepted quotes lock for audit safety—clone, edit, resend.
Compare: manual vs one‑click
| Step | Manual copy‑paste | Invoice Master | |---|---|---| | Move items/prices | Re‑type (error‑prone) | Auto‑copied accurately | | Taxes & discounts | Recalculate | Preserved automatically | | Attachments | Re‑attach files | Carried over | | Payment link | Add manually | One toggle | | Time to send | 10–20 mins | ~10 seconds |
Pro tips to maximize speed
- Quote templates: Save service bundles for recurring offers.
- Default terms: Pre‑load payment terms and late‑fee policy.
- Auto‑send on convert: Skip the review step for standardized jobs.
- Auto‑Pay: Let returning clients store a card; charge on due date.
- Metrics: Track acceptance rate and average approval time on your dashboard.
See more dashboards in Dashboard Deep‑Dive.
Payments that just work
- Stripe integration: Add Pay‑Now buttons to converted invoices.
- Multi‑currency friendly: Quote and invoice in the client’s currency.
- Receipts: Auto‑send payment confirmations to clients.
Learn setup in Payment Processing: Get Paid Faster.
FAQ
How do I handle PO numbers or custom fields?
Add custom fields on the quote; they transfer to the invoice automatically.
Can I bundle multiple accepted quotes into one invoice?
Yes—bulk‑select accepted quotes and choose Generate Invoice to merge line items.
Will my tax/VAT settings carry over?
All tax rates and labels are preserved on conversion.
What if two people edit before conversion?
Invoice Master creates a safe duplicate; review and choose the correct version.
Can I turn the converted invoice into a recurring schedule?
Yes. Open the invoice → Make Recurring.
5‑minute action plan
- Open your oldest “Awaiting Approval” quote.
- Add an expiry date and resend.
- On acceptance, click Convert → Send with Pay‑Now.
- Enable Auto‑Pay for the next cycle.
- Watch your quote‑to‑cash time shrink.
👉 Try Invoice Master free and convert your next accepted quote into revenue—instantly.
