Create an invoice from an accepted quote
When to use this
Use this guide after the client accepts a quote and your team is ready to issue the financial document that will drive payment collection.
What you need first
- a quote with accepted status
- the invoice issue date and due date
- any account-specific payment terms your team needs to include
Step-by-step walkthrough
Confirm the quote has been accepted
Start by checking that the quote is in accepted status. Invoice creation should follow acceptance so the financial document reflects an approved scope.
Create the invoice from the quote
Use the invoice creation flow tied to the accepted quote. This keeps the event, quote, and invoice history connected.
Set the issue date and due date
Choose the dates that match your commercial process. If your team invoices a deposit first, use the invoice settings that support a deposit-only invoice.
Review the draft invoice
Check client details, line items, taxes, totals, and payment terms before sending. Invoices are financial records, so this review matters more than a cosmetic pass.
Send the invoice
Send the invoice when the draft is correct and ready for the client. This is the point where the document becomes the active billing record.
Record payments as they arrive
Update the invoice with each payment so the event balance and invoice status stay accurate over time.
What happens next
As payments are recorded, the invoice status can move from sent to part paid and then to paid. Keep the invoice tied to the event so the commercial trail stays intact.
Review invoices carefully before sending. Draft invoices can be adjusted, but sent and paid billing documents should be treated as formal history.