Invoicing & Payments
How to convert a quotation into an invoice
Turn an accepted quote into a draft invoice with frozen totals — no re-typing line items.
Before you start
A quotation is a non-binding estimate — customer, line items, tax, and an optional "Valid until" date. Once your customer says yes, you don't need to re-type anything into a new invoice.
The quotation lifecycle
A quotation moves through Draft → Sent → Accepted or Declined. Unlike an invoice, a quotation stays fully editable the whole time it's a Draft, and can be deleted freely at any point before it's converted.
Converting it
Once a quotation is Accepted, open it and click Convert to Invoice. This creates a new Draft invoice, with the quotation's line items and totals copied over exactly as quoted — frozen, so if your tax rate in Settings changes later, it never retroactively changes what you already promised the customer.
From there, it's just a normal Draft invoice: review it, adjust anything that needs adjusting, and Finalize it when you're ready to actually issue it — that's the point where it gets its real invoice number and, if you track stock, deducts inventory. See How to create an invoice for what happens next.
What if you change your mind?
A quotation stays linked to the invoice it produced. If that invoice is still a Draft and you delete it, WatCoreLite automatically un-links the quotation, so it's available to convert again — nothing gets permanently stuck. Once the invoice has been Finalized (or voided), though, the link becomes permanent, since at that point it's a real, issued document with its own history.