# Convert a quote to an invoice

Turn the whole quote into one invoice draft with the same lines, then post it when you are ready.

Canonical: https://demo.qixcount.com/help/invoicing/convert-a-quote-to-an-invoice

Who can do this: Owners, or people with *Edit quotes* and *Create invoices*

Where: Sales, then Quotes

You'll need: A quote that is draft, sent, viewed or accepted and was never converted, or whose invoice draft was deleted

## Convert the quote

1. Open the quote.
2. Select **Convert to invoice**.
3. Review the new invoice draft that opens.
4. Post or email the invoice as usual. See [send an invoice](https://demo.qixcount.com/help/invoicing/send-an-invoice).

Converting creates a draft only. Nothing posts to your books until you post the invoice.

## What the invoice gets

The whole quote becomes one invoice. It copies the customer, project, billing and shipping addresses, the ship-to state, every line with its quantity, rate, discount, tax and account, the quote discount, notes, terms and footer. In Nonprofit books it also copies each line's fund and program coding.

The invoice is dated today. Its due date follows the customer's payment terms. If a product or service on a line has since been turned off or can no longer be sold, that line becomes a manual line with the same description, rate and tax, and the message after converting names the line.

The quote's status becomes Converted, with a link to the invoice. The invoice's **Related** list links back to the quote.

## When the invoice total differs from the quote

Converting works out tax again with today's rates and the customer's tax exemption today. The invoice total matches the quote unless one of these changed since the quote was saved:

- A rate in a line's sales tax group went up or down.
- The customer became tax exempt, so the invoice has no tax.

The invoice draft is still made. The message after converting gives the invoice total and the total the customer accepted, or the quote total if nobody accepted it. Review the draft before you send it. The quote's **Timeline** keeps a note of both totals.

This guide explains how QixCount works. It isn't tax, legal or accounting advice.

## Who can convert, and when

You need *Edit quotes* and *Create invoices*. Someone with only quote permissions can't convert.

A quote converts once. A second attempt, even from another window, is refused. A declined or void quote can't be converted. An expired quote can still be converted if you decide to honor it.

If you delete the invoice draft before posting it, the quote says so and you can convert it again. An invoice that was posted never frees the quote.

## When converting is refused

The message lists everything in the way at once, so you can fix it in one go:

- The customer is inactive. Make them active again, then convert.
- The project is archived. Change its status, then convert.
- The customer or project was deleted. Duplicate the quote and choose another one.
- An account on a line is inactive. Make it active again in **Chart of accounts**, then convert.
- A sales tax group on a line is inactive. Make it active again in **Sales tax**, then convert.
- An account on a line was deleted or is no longer a revenue account, or a tax on a line was deleted. Edit the quote and choose another one. If the quote was already accepted, duplicate it instead.

Each problem on a line names the line number.

You can't delete a customer while they have a sent, viewed or accepted quote. Convert or void those quotes first, or deactivate the customer instead.