Skip to main content

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 this week

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.)


​

Did this answer your question?