To convert a quote to an invoice in Invoice Master, open the quote in the desktop view and choose Generate invoice. This opens a new invoice draft with details from the quote, ready for you to review, change, and save.
Choosing Generate invoice does not save or send the invoice or create a payment link. Review the draft before saving it, then check payment options and send it when you are ready.
Conversion uses one quote at a time. It does not combine multiple quotes or link the saved invoice back to its source quote.
What is prefilled
The conversion action carries the quote’s:
- sender and recipient details;
- linked contact or company;
- linked project;
- document currency; and
- line items.
You can review and change these details in the invoice form without retyping them. The invoice is only saved when you choose Save as draft or Submit.
Seeded demo quote, captured July 12, 2026. The action opens a new invoice draft; it does not issue or send one.
What does not automatically carry over
The draft does not copy the quote’s title, description, footnotes, private notes, attachments, email history, access link, portal conversation, status history, issue or validity dates, or quote number. Add any invoice-specific details you need before saving.
The quote remains a separate record. The new-invoice form suggests an invoice number, issue date, and due date. Check them before saving. You can change the number, and Invoice Master permits duplicate numbers, so check that it is the one you intend to use.
Acceptance is a separate event
Quotes can move through draft, sent, accepted, rejected, and expired statuses. An invited client-portal user can accept or reject a quote. A public read-only quote link does not provide an e-signature, and Invoice Master is not an e-signature platform.
Generate invoice is available without waiting for the quote to be marked accepted. Confirm the customer's approval before billing, using the portal response or your agreed approval process, such as a signed contract, purchase order, or written confirmation. Opening or downloading a quote does not record acceptance.
Review the commercial differences
Before saving the invoice, ask:
- Was the entire quoted scope delivered, or only a milestone?
- Did quantities, time, expenses, or tax change?
- Is a deposit already paid and represented correctly?
- Does the customer require a new purchase order or billing contact?
- Should the invoice describe an actual service period rather than the proposed scope?
- Are currency and line-item tax still correct?
- What issue date, due date, and payment terms now apply?
If only part of the quote is billable, remove or adjust lines in the draft. Invoice Master does not track how much of the quote is still left to invoice, so keep your own record of any staged billing.
Finish the invoice workflow
After reviewing the draft, use the pre-send invoice audit before delivery:
- add the correct purchase-order and custom references;
- write invoice-specific notes and payment instructions;
- choose Save as draft to keep working on it later, or Submit to save it as an issued invoice;
- preview the saved invoice's PDF or public page;
- check the payment link before sending: with Premium and Stripe connected, your settings can create one automatically when you submit the invoice, or you can create one yourself once the amount is final; and
- deliver it by Invoice Master email, public link, portal, PDF, or the customer’s required procurement channel.
Sending by Invoice Master email and taking online payments require Premium. Opening a draft from a quote does not change your plan limits or copy a payment link from another document.
Save any existing invoice draft first
Save any unfinished invoice you want to keep before converting a quote. Generate invoice starts with current invoice defaults and the supported quote fields; it does not restore unrelated details from your browser’s saved invoice draft. The new conversion form still autosaves, so it can replace the previous browser draft for the same account and organization. Review the invoice number, dates, references, notes, and custom fields before saving.
Reuse quote details, then review
Use quote conversion to reuse customer details, the project, currency, and line items. Check that the invoice reflects the work you are billing for, add the right dates and payment terms, and save it when the details are correct.