## Zoho Billing — Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/us/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Convert to Invoice

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Once you have [created](#create-quote) a quote, you can convert it into an [invoice](/us/billing/help/invoice/). Here’s how:

*   Go to **Sales** and select **Quotes**.
    
*   Select the quote which you want to convert into an invoice.
    
*   Click **Convert to Invoice**.
    
    ![Convert to invoice](/billing/images/help/images/quotes/quotes-convert/convert-quote-invoice.png)
*   The **New Invoice** page will be auto-populated. You can save the invoice from here.
    
    **Note:** A quote in the \*\*Draft\*\* or \*\*Expired\*\* status cannot be converted to invoice.
    

If you want an accepted quote to be automatically converted to an invoice, here’s how you can set it up:

*   Go to **Settings** and select **Preferences**.
*   Select **Quotes** in the left menu.
*   Choose the appropriate action under **Automatically convert accepted quote to invoice?**.
*   Select the fields you want to copy from your quote to the invoice.
*   Click **Save**.

![Automatically convert an accepted quote to invoice](/billing/images/help/images/quotes/quotes-convert/convert-quotes-automatically.png)

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