How do I turn an accepted quotation into an invoice?
Convert it from the quotation. The line items, quantities, rates, GST treatment and totals carry across unchanged, and the resulting invoice records which quotation it came from.
QuotationsQuotations
Quoting, revising and converting to an invoice.
What do the quotation statuses mean?
Draft is not sent yet; sent is awaiting a response; negotiating means the buyer countered; accepted and rejected record their decision; expired means the validity date passed; converted means it became an invoice or sales order.
What happens when a customer asks for changes?
Revise the quotation and send it again. Each revision is kept in history rather than overwriting the previous version, so you can see what changed between versions later.
Do quotations expire on their own?
If you set a valid-until date, yes โ the quotation moves to expired once that date passes, so an old price cannot be accepted months later.
Can a quotation become a sales order instead of an invoice?
Yes. Where fulfilment happens before billing, convert to a sales order first and raise the invoice from there.
Is a quotation a tax document?
No. A quotation is a commercial offer and does not affect your GST position. It becomes a tax invoice only when you convert it.
Can quotations need approval before they go out?
Yes. Quotations can require internal approval before sending, which suits teams where a discount needs a second pair of eyes.
Other help topics
Getting started
Setting up your business and raising your first invoice.
InvoicesBuilding, numbering, styling and sending your invoices.
GST on invoicesHow the software applies GST โ and where to ask a professional instead.
Payments and remindersRecording what you have been paid and chasing what you have not.
CustomersCustomer records, GSTIN, ledgers and statements.
Expenses and purchasesRecording spend, purchase bills and bank reconciliation.
Plans and billingLimits, upgrades and what happens to your data.
Account and teamLogins, team members, permissions and notifications.