The slowest part of getting paid? Manually turning a yes into an invoice. With Invoice Master you click once, the quote becomes an invoice, and the customer is ready to pay. Here’s how it works—and why it crushes old‑school copy‑paste workflows.
Why One‑Click Quote‑to‑Invoice Matters
- Faster cash‑flow: Minutes, not days, between approval and bill.
- Zero re‑typing: Eliminate data‑entry mistakes and mismatched totals.
- Seamless client experience: Customers see consistent numbers from quote to invoice.
- Instant follow‑up: Auto‑attach payment link so they can pay right away.
The Workflow in 3 Tiny Steps
- Send a Quote: Create a quote in Invoice Master; include scope, quantities, and expiry date.
- Client Clicks “Accept”: They approve via the public quote page—no email chains needed.
- Hit “Convert to Invoice”: Invoice Master copies all line items, taxes, and discounts into a new invoice draft. Review (or skip) and send.
Total time: about ten seconds.
Pro Tips to Maximize Speed
Use Quote Templates
Save reusable service bundles so quotes auto‑populate with pricing and descriptions.
Set Expiry Dates
Nudge quicker approvals by adding a 14‑day validity. Expired quotes can be refreshed with one tap.
Enable Auto‑Pay on Conversion
Toggle Auto‑Pay during conversion; when the invoice hits the client’s inbox, their saved card is charged on due date.
Track Quote Metrics
Dashboard widgets show acceptance rates and average approval time—spot bottlenecks and refine pricing.
Common Questions (SEO‑Fuelled)
How do I handle partial quote approvals?
Duplicate the quote, remove declined items, convert the accepted portion to an invoice, and keep the remainder as a draft.
Can I edit a quote after the client accepts?
For audit safety, accepted quotes lock. Clone, adjust, and resend if scope changes.
Does the conversion keep tax and discount settings?
Yes—every percentage, fixed fee, and tax rate moves over intact.
What about deposits?
Add a deposit line item to the quote. Upon conversion, switch the invoice status to Partially Paid once the deposit clears.
Is e‑signature required?
Optional. Enable “Require Signature” in quote settings if your industry demands it.
Your 5‑Minute Action Plan
- Pick an open quote that’s still waiting for client approval.
- Add an expiry date and resend it now.
- When the green Accepted badge appears, click Convert.
- Hit Send Invoice with the payment link active.
- Watch cash hit your account faster than ever.
Stop wasting time on copy‑paste invoices. One click turns a “yes” into real revenue—today.
