It may seem obvious, but there is a difference between a quote and an invoice. An estimate is a document issued before the service or product is provided, in order to fix the price. A quote is often used to define the estimated cost of a business transaction. In France, it is forbidden to sell products or services without a written estimate. An estimate is a way to guard against disputes and commercial conflicts. It also allows you to have a certain guarantee on the goods or services that are sold to us, because it describes the price and the quality of the product or service to which you wish to subscribe. The law requires that service providers provide a written estimate to their client before the service.
Once your customer has accepted your quote, it's time to invoice them. Let's discover together how to transform a quote into an invoice in a few clicks.

Creation and validation of a quote

1. To create a quote, nothing could be simpler: Find out how to do it herei
2. The customer has agreed to the terms you offered.
3. As soon as a quote is accepted, it is automatically transformed into an invoice. To learn more about enabling automation, read our article here.

Manually transform a quote into an invoice

1. Go to the quote accepted by the customer and click on it.
2. Click on the “CONVERT TO INVOICE” button at the top right of the quote
3. Click on "Convert” (All the data of the estimate will be taken over. You have the possibility of modifying them if you wish.)
4. Tadaaaaaaaa

Note: if you do not see this mention, you do not have the corresponding user rights. Ask an administrator to give you the right to “edit invoice”.