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Convert quotes to invoices

Turn accepted quotes into invoices in a few clicks

Written by Michelle

If the quote is already accepted​

  1. Go to Quotes → All quotes.
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  2. Open the accepted quote.
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  3. Click Convert to invoice.

If it’s accepted but not marked as accepted

  1. Go to Quotes → All quotes.
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  2. Open the quote.
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  3. Click Mark as accepted, then Convert to invoice.

Alternative way

  1. Go to Quotes → All quotes.
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  2. Open the quote → Options → Get share link.
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  3. Open the link in a private/incognito browser and accept it.
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  4. Return to the quote, refresh the browser, then click Convert to invoice.

​​NOTES:

  • You can’t accept a quote in the same browser where you're logged in to your Rounded account.

  • To learn more about how to send a quote, click HERE.

Remember to download the Rounded mobile app!

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