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Track quotation status and convert to invoice
Every quotation has a status so you can see at a glance which offers are waiting, accepted or lost. Accepted quotations become invoices with one click.
Statuses
| Draft | Still being prepared. |
| Sent | Shared with the customer. |
| Accepted | The customer agreed — ready to convert. |
| Rejected | The customer said no. |
| Expired | The offer’s validity has passed. |
| Converted | A sale invoice was made from it. |
To change the status, click the status badge on the quotation in the list and pick the new one. The status cards at the top of the page show how many quotations are in each status — click a card to show only those.
Convert to a sale invoice
- Set the quotation’s status to Accepted.
- Click ▾ on the quotation and choose Convert to Invoice.
- Confirm the message “Stock will be deducted for catalogue items”.
- A sale invoice is created with today’s date and the same items; the quotation becomes Converted. The new invoice number is shown in a message.
Check the new invoice: a converted invoice is saved as paid in cash. If the customer hasn’t paid, open All Sale Invoices, click its payment badge and change it to CREDIT or enter the actual payment. Record a payment
Converted quotations can’t be deleted, so your history stays complete. Draft, sent, rejected and expired quotations can be deleted from ▾ → Delete.