Skip to main content
All CollectionsQuotesMobile articles
Convert quotes to invoices [Mobile]
Convert quotes to invoices [Mobile]

Converting quotes to invoices on the mobile app

Michelle avatar
Written by Michelle
Updated over a week ago

On desktop? Click HERE for the desktop help article.
โ€‹
Quotes can be converted into draft invoices ensuring all client details and line item information in the quote is copied over to the draft invoice.

To convert quotes to invoices, the quote must either be:

  • accepted online by the client OR

  • marked as accepted

To convert a quote accepted online by the client to an invoice

1) Tap More

2) Tap Quotes

3) Tap the accepted quote to be converted to an invoice

4) Tap Convert to invoice


โ€‹To mark a quote as accepted then convert it to an invoice.

In the Quotes section

  1. Tap the sent quote to be converted to an invoice

2) Tap the Options icon

3) Tap Mark as accepted

4) Tap Convert to invoice

Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!

Did this answer your question?