Planned feature · Quote to invoice

Quote accepted?
Make the invoice.

We’re adding a way to turn the quote you’ve already made into an invoice. Less typing the same job twice.

Reuse your customer details, company logo and job items. Check any changes, then create a separate invoice PDF.

See the planned steps

Planned feature. The current app creates quotes and invoices separately.

Illustrated workflow · UK/GBP example · no VAT applied
Tap either document to see the details.

The planned flow

Open. Check.
Create the invoice.

Open the quote.

Start from the customer and job details you’ve already prepared, instead of a blank invoice.

Planned · Reuse the details

Check what changed.

Review the materials, labour, dates, prices and tax. The finished work may differ from the original quote.

Planned · Your final check

Create a separate invoice.

Save a new invoice PDF for your customer. Keep the original quote alongside it in the job.

Planned · Keep both papers

Want to see what’s working now? See receipt to invoice, or hear when the app is ready.