> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/quotes/turn-a-signed-quote-into-an-invoice.md). # 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 * [Quote statuses and lifecycle](/revenue/quotes/quote-statuses-and-lifecycle.md) * [Add a line item to a quote](/revenue/quotes/add-a-line-item-to-a-quote.md) * [Apply a discount to a quote](/revenue/quotes/apply-a-discount-to-a-quote.md) * [Attach a file to a quote](/revenue/quotes/attach-a-file-to-a-quote.md) * [Create a quote](/revenue/quotes/create-a-quote.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/revenue/quotes/turn-a-signed-quote-into-an-invoice.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.