How to Convert a Proposal to an Invoice
Once a proposal is accepted, you can convert it directly into an invoice with a single click. All line items, amounts, and client details transfer automatically.
Step 1: Open the Accepted Proposal
Navigate to Proposals and open the proposal with "Accepted" status.
Step 2: Click "Convert to Invoice"
On the proposal detail page, click "Convert to Invoice".
Step 3: Review the Invoice
A new invoice is created with all the proposal's line items, client, and amounts pre-filled. Review the invoice, adjust any details if needed (like due date or payment terms), and save.
What Happens
- A new invoice is created as a Draft.
- All line items, quantities, rates, and taxes are copied from the proposal.
- The proposal and invoice are linked for reference.
- The proposal remains in your records — it's not deleted.
💡 Tip:
You can convert any proposal to an invoice regardless of its status, but it's most common to do this after the client accepts.