Turn a signed quote into an invoice
Once a quote is Signed, you can create its invoice directly from it instead of retyping the work. Open the quote and choose Create Invoice from the ... menu; Essential opens a new invoice prefilled from the quote, with its line items, groups, discounts, and any attachments carried over.
The option appears only when the quote is Signed and no current invoice has already been created from it, which keeps you from billing the same quote twice. A void invoice releases the quote so it can be invoiced again. From there it's a normal Draft invoice - set payment terms if they aren't already filled in, then save or send it.
The Related Records control beside the document title keeps the connection visible in both directions: the invoice identifies its source quote, and the quote links to the invoice created from it. If either document was already linked to jobs when the invoice was created, Essential links both documents to the combined set of jobs. This is a one-time connection step; linking or unlinking jobs later does not silently rewrite the other document, and it never changes the signed quote's line items.
Where to find it: On the signed quote, the ... menu, Create Invoice
Related guides
Last updated
Was this helpful?