Turn a quotation into an invoice

Create the one invoice for an accepted quotation, then mark it sent, accepted, or paid.

An invoice is a separate document. It copies deal kind (sourcing or service) from the quotation. One quotation can have one invoice.

Create the invoice

  1. Open the accepted quotation (or a quotation you are ready to bill).
  2. Select Create invoice. If the invoice already exists, select Open.
  3. Check numbers, bank, and terms. The invoice gets its own quotation number and contract number from your prefixes.
  4. Save.

You can also start + → Invoice for a manual invoice with no parent quotation.

Invoice status

Use draft, sent, accepted, rejected, and paid.

Status Meaning
Draft Still editable, including currency
Sent Customer has the document. Currency and rates lock. Accounting starts to track the amount due.
Accepted Customer agreed. A customer company that was a lead is no longer a lead.
Rejected The invoice is void for accounting. You cannot reject if Books income is already allocated or a project already exists.
Paid You recorded that the customer paid. You can now create the project.

Note

You record the bank receipt in Books → Income, linked to the invoice. Marking the invoice paid and logging Books income are two steps. See Record money in Books.

You cannot delete an invoice

There is no delete action on invoices. If the invoice should not stand, reject it (when the rules above allow). See What you can delete.

Reminders

When status is paid and there is no project yet, Exreach reminds you to create the project. The reminder clears when the project exists.

Next

After paid, run the project.