Zoho books logo FAQ
Back

Is it possible to automatically convert the quotes accepted by my customers to invoices?

Yes, the quotes that your customers accept can be automatically converted to invoices. To convert:

  • Go to Settings in the top right corner of the page.
  • Select Quotes under Sales.
  • In the General tab, under the Automatically convert an accepted quote to invoice? section, select:
    • Yes. Create Invoice as Draft if you want to convert the quote to an invoice and save it in the draft state.
    • Yes. Create and Send if you want to convert the quote to an invoice and send it to the customer directly.
  • Click Save.

Was this document helpful?
Yes
No

Thank you for your feedback!