Converting a Quotation to an Invoice

Once a client accepts your quotation, you can convert it into an invoice in one click — all items, rates, and customer details carry over automatically.

How to Convert

1. Open the quotation from Sales → Quotations.
2. Click the Convert to Invoice button in the action bar.
3. BillYantra creates a draft invoice pre-filled with:
   • Same customer
   • Same line items (product, HSN/SAC, qty, rate, GST)
   • Same notes
4. You are redirected to the new draft invoice to review and finalize.

What Happens to the Quotation?

After conversion:

• The quotation status changes to Accepted.
• A link to the generated invoice appears on the quotation page.
• The quotation can no longer be edited (it is locked as accepted).

Editing Before Finalizing

The generated invoice starts as a Draft so you can make last-minute adjustments — change the invoice date, add payment terms, update a line item — before you finalize and send it.

Note: You can only convert a quotation once. If the client requests changes after acceptance, edit the draft invoice directly, or decline and re-create the quotation.

Quotation Statuses