Turning a quote into an invoice

1. 1Step 1: Open the quote and press Create invoice from quote.
2. 2Step 2: The invoice copies the items and prices. Check it.
3. 3Step 3: Pick the due date: Due on receipt or On a date.
4. 4Step 4: Send it the same way you sent the quote. See Sending a quote or invoice.

A deposit already paid shows as Deposit received, and the invoice asks for the rest.

Small job, no quote? On the customer page, choose Invoice without a quote.

Paid by cash, check, Zelle or Venmo? See Marking an invoice paid.

With card payments on, the customer can pay by card from the invoice page, and the invoice is marked paid by itself.