After a customer accepts a quote, the convert flow turns that document into a customer invoice. Line amounts, VAT math, and discounts carry over, while the layout switches to your invoice template and the dates you need for ZATCA/Fatoora compliance.
You should not need to re-key items—verify what was pulled forward, then adjust invoice-only fields (issue and due dates, transaction type, any agreed changes). For long contracts you can still bill partial quantities or use progress invoicing from the same quote when your process allows it.
How to convert
- Open the quote you want to bill from and use the conversion action that creates an invoice.
- Confirm customer, currency, line items, taxes, discounts, and totals—they carry forward from the quote.
- Set invoice specifics that do not belong on quotes: issue date, due date, delivery date where applicable.
- Choose the invoice transaction type (for example normal supply or export) if your VAT reporting requires it.
- Attach files or refine notes if billing needs wording that differs from the original quote.
- Review the totals and statutory layout, then save or issue the invoice so it appears under Sales invoices.
- Send or share the customer PDF—branding typically matches what was used on the quote unless you updated it.
The quote stays on record as the source while the invoice becomes a separate document. Review totals and e-invoicing fields before you issue.
After issuing the invoice, record customer payment using the record-payment guide when cash arrives.
Quick tips
- Convert only after customer acceptance to avoid unapproved invoices.
- Set due dates on the invoice—they may not copy from the quote.
- For partial billing, issue reduced quantities or amounts when your setup supports it.