Turn an accepted quote into a job or invoice

Once a customer accepts a quote, you can turn it into a draft invoice with the same lines, or into a job with the quote total as its contract value. You can do both: for example, a job to track the work and an invoice for a deposit.

Who can do this

To an invoice: Owners, and Staff whose Team has Create/edit own invoices. To a job: Owners, and Staff whose Team has Create/edit own jobs, with the Jobs & field module switched on (Settings › Modules).

Convert to an invoice

1. Open the accepted quote — Go to Quotes and open it, or use the row’s … menu.

2. Press Convert to invoice — It’s the main button on an accepted quote. Spine asks Convert to an invoice? and says a draft invoice is made from the quote’s lines, and that nothing is issued or posted until you issue it.

3. Confirm — Press Convert to invoice. The draft invoice opens, for the same contact with the same lines, linked back to the quote.

4. Check and issue it — Change anything you need, then issue it from the invoice. See Invoices.

Screenshot: An accepted quote's page with Convert to invoice as the main button and Convert to job beside it

An accepted quote's page with Convert to invoice as the main button and Convert to job beside it

Convert to a job

1. Press Convert to job — On the accepted quote, press Convert to job. Spine asks Convert to a job? and shows the contract value.

2. Confirm — Press Convert to job. The new job opens for the same contact, with the quote total as its contract value and a link to the quote. It’s named after the quote’s title, or its first item and the customer.

3. Set up the job — Add its milestones next. See Jobs.

Converting the same quote twice

Each conversion makes a full, separate job or invoice for the quote’s whole amount; the amount isn’t split. By default Spine warns you: This quote has already been converted before lists the existing jobs or invoices, each as a link, with Cancel and Convert to job anyway (or Convert to invoice anyway).

Caution

Only convert again if you mean to bill or track this quote’s work more than once.

An Owner chooses how this works in Settings › Repeat quote conversion:

• Warn (recommended) shows what already exists and asks before creating another.
• Block refuses a second job or invoice from the same quote.
• Off converts with no check at all.

Settings, Repeat quote conversion with the Warn, Block and Off choices

The quote’s Related panel lists every job and invoice made from it.