Guide 10

Turn an accepted quote into an invoice

Bill the price you quoted, without retyping a line

The problem

The job is finished and the quote was signed weeks ago, and you are retyping the same eight lines into an invoice at nine at night.

What Zeus does

One tap on the confirmed quote, Make an Invoice, copies every line, price and tax across. Both documents stay on the job.

Do this

Start on Quote

  1. Evergreen Montessori · Exterior Siding Repair

    Open the siding job

  2. Docs

    On the job

    Turn an accepted quote into an invoice, Docs
  3. QT-… · confirmed

    Open the confirmed quote

  4. Make an Invoice

    One tap does the whole thing

    Look at LINE ITEMS

  5. Save & Preview

    Save and Preview

    Turn an accepted quote into an invoice, Save & Preview
  6. Docs

    Back on Docs the quote reads Invoiced

    Look at Invoiced as INV-…

  7. Financial

    And under Financial, the billing lines up against the confirmed price

    Turn an accepted quote into an invoice, Financial

You now have

An invoice that matches the confirmed price, line for line.

All 10 guides in Quotes, invoices & money in