# Convert a ticket to a quote or an invoice

Turning the work on a ticket into an estimate the customer approves, or a bill they pay.

A ticket records work; it never asks anybody for money. Converting is how the labour and parts on it become a document the customer can act on: an estimate before the job, an invoice after it, or a package when the equipment is ready to go home.

## Highlights

- **Three conversions**, all from the **Create** menu in the ticket header.
- **Nothing is saved on the first click.** The document is prepared, and you check it.
- **An invoice picks up what has not been billed yet**, not the whole ticket again.
- **The link survives conversion**, so the document knows which repair produced it.
- **Estimates can be raised from several tickets at once** from the list.

## What the Create menu offers

![Ticket RPT-00021 with the Create menu open in its header, offering three entries each with a plus icon: Create Invoice, Create Estimate and Create Package. Behind the menu the Associated Documents panel is on its Quotes tab, showing quote QT-00030 dated 16/07/2026, marked Draft, for 12,074.52 pounds.](https://www.sorviai.com/help/repairs/tickets/create-menu.png)

*Three conversions from one menu, and the documents this ticket has already produced sitting behind it.*

- **Create Estimate**: A quote for the work, to be approved before anybody starts. Raise it early, while the price is still a proposal.
- **Create Invoice**: The bill for work already done, carrying whatever on the ticket has not been invoiced yet.
- **Create Package**: The packing record for sending repaired equipment back. It opens the package form against this ticket.

## Convert to an invoice

- **Open the ticket and select Create**

  The menu sits in the ticket header, beside **Work Reports**.
- **Select Create Invoice**

  Repairs works out which lines are still unbilled and opens the invoice form with them already in place.
- **Check the document before you commit to it**

  This is a draft on screen and nothing has been written yet. Amend the lines, the dates or the wording now.
- **Select Save**

  The invoice exists from this moment, linked back to the ticket that produced it.

> **Note:**
>
> **Prepare, then review, then save**
>
> Neither conversion creates a document on the first click. Repairs assembles a draft, hands it to you on the create screen, and waits. That extra step exists because a wrong invoice is far more work to undo than to catch, and a one-click conversion gives nobody the chance to look.

## Convert to an estimate

The same route, choosing **Create Estimate**. The quote opens prefilled from the ticket's services and parts, and again nothing is written until you save.

> **Tip:**
>
> **Quote several tickets together**
>
> Select more than one ticket on the list and choose **Create Quote** from the bulk actions menu. The rows are merged into a single estimate, which is what a customer with four machines on your bench would rather receive than four separate documents.

## Finding what a ticket has already produced

The **Associated Documents** panel at the top of a ticket carries an **Invoices** tab and a **Quotes** tab, each showing the date, the number, the status and what is still owed. It is the fastest answer to whether a job has been billed.

*Reading the associated documents panel*

| What you see | What it means |
| --- | --- |
| An empty Invoices tab | Nothing on this ticket has been billed. Converting will pick up every line |
| An invoice marked Paid with a zero balance | The job is settled. A further conversion would bill only lines added since |
| A quote marked Draft | The estimate exists but has not gone out yet |
| A balance still showing | The invoice is raised and the money has not arrived. Record it against the invoice, not here |

> **Warning:**
>
> **Converting twice bills twice**
>
> A conversion carries the lines that have not yet been invoiced, so running it again after adding work is correct and safe. Running it again on a ticket you have already billed in full, having then edited the ticket, is how a customer receives two invoices for one repair. Check the **Invoices** tab first.