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How to convert a quote into an invoice?
How to convert a quote into an invoice?

In LSP.expert, the quotes and invoices are created based on jobs.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

In LSP.expert, you don't convert a quote into an invoice. You create a job and then you create a quote and an invoice based on this job.

This is how it works:

  • You create a job

  • You create a quote based on this job (Actions > Create quote in the job) if your client asks for a quote

  • You define the quote as Accepted or Rejected

  • If the quote was accepted, you finish the job

  • Once the job is finished, you invoice it (to know how to create an invoice, see this article: https://help.lsp.expert/en/articles/742754-how-to-create-an-invoice.)


If you're using LSP.expert V1

In LSP.expert, you don't convert a quote into an invoice. You create a job and then you create a quote and an invoice based on this job.

This is how it works:

  • You create a job

  • You create a quote based on this job (Create > A quote) if your client asks for a quote

  • You define the quote as Accepted or Rejected

  • If the quote was accepted, you finish the job

  • Once the job is finished, you invoice it by clicking on Create > An invoice...

... or you select it in your list of jobs and click on the arrow > Invoice selected jobs

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