One-click convert quote to invoice
Problem:
When a client approves my quote, I waste time manually creating a new invoice and retyping all the line items.
Solution:
Please add a "Convert to Invoice" button on approved quotes that automatically copies all details, client info, and line items to a new invoice.
Benefit:
This would save hours of admin work and stop mistakes from retyping. Every other invoicing software has this.
Ndzalama Maltin
shared this idea
Hi Ndzalama, if you open the Accepted quote you should see an option at the top to Create Invoice which will copy the contents of you quote into an Invoice as you're after here - See more info on this in Xero central.
If you're having any issues with this please do raise a case with our Xero Support team who can get more details and access to help. 😊
-
Ndzalama Maltin
commented
This would be huge for cash flow. Approved quotes should turn into invoices with 1 click. It’s standard in other software.