Zoho Invoice

FAQ

Global
United States
United Kingdom
Canada
Australia
India
Saudi Arabia
United Arab Emirates
Bahrain
Kuwait
Oman
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Kenya
Mexico
South Africa

Can accepted quotes be automatically converted to invoices??

To automatically convert accepted estimates to invoices,

  • Navigate to Settings > Preferences > Quotes

  • Under the Automatically convert accepted Quote to Invoice,

    • Check Yes, Save as Draft - Convert to invoice and save it in draft state.
    • Check Yes, Save and Send - Convert to invoice and send it to the customer directly.
  • Hit the Save button to save this action.

    Convert quotes to invoices automatically

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