Converting a quote to and invoice
Convert your quote to invoices
Watch this video on how to quickly convert your quotes to invoices or read on below.
After creating your quotes and sending them to your customers, you can quickly convert them to invoices. Simply select the quote you would like to convert to an invoice and click on convert to invoice.
WeKeep automatically generates your invoice with all of the details that you had already indicated in your quote. Click Save and Send invoices.