# Convert to Invoice

Converting a quote straight to an invoice is the shortest path from agreement to payment.

It is right for services and for anything delivered on the spot, and wrong for anything your warehouse has to touch.

![An accepted quote, QT-00024 for Kirkstall Precision Ltd. A Convert button sits in the header beside the Accepted badge, and a Quick Actions bar below offers Convert to Invoice and Convert to Sales Order. Quote details and line items follow.](https://www.sorviai.com/help/quotes/quote-detail.png)

*Converting straight to an invoice skips the sales order, which is right when there is nothing to ship.*

## When this is the right path

Skip the sales order when there is no gap between agreeing and delivering: a consultancy day, a licence, a repair completed at the counter. There is nothing to pick and nothing to track, so a sales order would be a document that opens and closes in the same second.

> **Warning:**
>
> **This is the first step that touches your books**
>
> A quote posts nothing. An invoice posts revenue and tax the moment it is sent, and its number is then locked for good. Everything before this point was reversible; this is not.

## Convert it

- **Mark the quote accepted**

  Conversion is not offered on a quote that is still Sent.
- **Choose Convert to Invoice**

  From the quote, or from the row menu in the quotes list.
- **Check the dates**

  The invoice date decides which accounting period the revenue lands in, and it defaults to today rather than to the quote date. The due date comes from the customer's payment terms.
- **Check the lines**

  Everything copies exactly, including one-off description lines and discounts. Prices are not refreshed from the item record, which is what makes the quote binding.
- **Save as draft, or save and send**

  A draft invoice still posts nothing. Sending locks the number, posts the journal entry and starts the ageing clock.

## What carries and what does not

| From the quote | Onto the invoice |
| --- | --- |
| Customer, currency, tax treatment | Copied. Currency cannot be changed. |
| Lines, quantities, prices, discounts | Copied exactly, not recalculated. |
| Reference and notes | Copied. Edit before sending if they were internal. |
| Quote date | Not copied. The invoice date defaults to today. |
| Valid until | Not copied. Replaced by the due date from payment terms. |
| Attachments | Not copied. Reattach anything the customer needs to see. |

> **Tip:**
>
> **Check the invoice date before sending**
>
> Converting an old accepted quote defaults to today, which is usually right. If you meant to bill it in the previous period, change the date before you send, because after sending it needs a credit note to move.