---
key: convert-a-quote-to-an-invoice
title: Convert a quote to an invoice
audience: staff
section: sales-billing/quotes
routes: ["/quotes", "/quotes/:uid/conversion"]
permissions: ["billing.quotes.convert", "billing.invoices.create"]
features: ["billing.quotes", "billing.invoices"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Turn an approved quote into an invoice in one step, then keep editing it, send it, or collect payment right away.
keywords: [approve, accept, bill, invoice from quote, mark accepted, convert]
related: [send-a-quote, create-an-invoice, record-a-payment, record-a-customers-decision-on-a-quote]
---

In the sidebar, open **Sales & Billing**, then **Quotes**. The page address is `/quotes`.

## Before you start

The quote has to be approved before it can become an invoice. There are two ways to get there:

- The customer approves it from the secure link you sent. See [[send-a-quote]]. The status chip then reads **Approved**.
- The customer said yes by phone, by text or in person. Open the quote's actions menu and choose **Mark approved**. Nova asks you to confirm; add an **Approval note** if you like, then press **Mark approved** again. See [[record-a-customers-decision-on-a-quote]].

If you already know you want the invoice, choose **Mark approved and create invoice** instead and confirm. Nova records the approval, creates the invoice and opens it, so you can skip the steps below.

## Steps

1. Open the approved quote from the **Quotes** list.
2. Open the actions menu and choose **Convert to invoice**. The **Convert accepted quote to invoice** window opens.
3. Choose what should happen once the invoice exists. The window offers three cards:
   - **Convert only** creates the invoice and opens it so you can keep editing.
   - **Convert and review/send** creates it and opens the send screen.
   - **Convert and collect payment** creates it and opens the payment window.
4. Check the invoice details Nova shows, such as the due date.
5. Press the button at the bottom. It reads **Convert to invoice**, **Create invoice and review/send** or **Create invoice and collect payment**, to match the card you picked.

## What you see

- Nova opens the new invoice, the send screen, or the payment window, depending on what you chose.
- Back on the quote, the status chip reads **Invoice created**, and a card near the top links to the converted invoice.
- The invoice carries the approved lines over and always starts as a **Draft**. With **Convert and collect payment**, it stops being a draft the moment the first payment is recorded or the card form starts; closing the payment window without collecting leaves it a draft. See [[record-a-payment]].

## If something looks different

- **Convert to invoice** is missing: the quote is not approved yet, or your role cannot convert quotes or create invoices. Approve it first, or ask your admin.
- The window says the quote already created an invoice: open the linked invoice from the card on the quote instead of creating another one.
- The window says only the latest version can convert: you are looking at an older revision. Open the latest version of the quote.
- **Convert and collect payment** is greyed out: your role cannot collect payments. Pick **Convert only** and collect the payment later.