Turn a quotation into an invoice

When the customer says yes, make the invoice from the quotation in one tap.

2 min
  1. 1

    Open the quotation

    Go to Finance → Quotations and open it. Accepted ones also show in Overview → Needs attention.

    Open this in Nuha Chat
  2. 2

    Make the invoice

    Tap Customer accepted → invoice. A draft invoice is made with the same items.

    Quotation Q-1005
    Accepted · sent 3 Nov 2026
    Item · Qty · Amount
    Total RM1,200.00
    Customer accepted → invoice
    Sketch of the Quotation Q-1005 screen
  3. 3

    Check and send

    Check the invoice, tap Edit if something needs changing, then tap Send.

Tips

  • If an invoice was already made, the button says Open invoice instead.
  • Expired, declined or voided quotations cannot be turned into an invoice.
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Turn a quotation into an invoice · Nuha Chat Help