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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 QuotesAll quotes.

  2. Open the accepted quote.

  3. Click Convert to invoice.

If it’s accepted but not marked as accepted

  1. Go to QuotesAll quotes.

  2. Open the quote.

  3. Click Mark as accepted, then Convert to invoice.

Alternative way

  1. Go to QuotesAll quotes.

  2. Open the quote → OptionsGet share link.

  3. Open the link in a private/incognito browser and accept it.

  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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