Convert a quote to a sales invoice
When a quote is accepted, raise a tax invoice with the same party and items — duplicate the quote or create a sales invoice from the agreed lines.
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Billing & Spending › Create Quotation
Hitesh
Bill To
Apple India Private Limited
Quotation #
QT-2026-001
Valid till 02 Aug 2026
Item / ServiceQtyPriceTaxAmount
iPhone 17 Pro1₹1,14,322GST 18₹1,34,900
MacBook Air M42₹84,661GST 18₹1,99,800
AirPods Pro 33₹21,102GST 18₹74,700
Add item
Notes
Thank you for your business!
Terms & Conditions
50% advance · Delivery in 7 days
3 items · GST included
₹0
Taxable Billing?
Currency
INR — Rupee
Convert to Invoice
Quotation sent
Shared via WhatsApp & Email
Client accepted
Converted to Invoice #INV-0042
How this looks in TiBook
How to
- 1Open Billing & Spending → Sales → Quote and find the accepted quote.
- 2From the row menu, choose Duplicate to copy party, items, rates, and terms into a new draft.
- 3Alternatively, create a new sales invoice and reselect the same customer and items manually.
- 4Change the document type by saving under Sales Invoice (
/voucher/sale/create) — not as a quote. - 5TiBook assigns the next sales invoice number and prefix (not the quote number).
- 6Update invoice date, due date, and any quantities that changed after negotiation.
- 7Save, then share the PDF or public link as your formal tax invoice.
No automatic one-click conversion
TiBook does not replace the quote record with an invoice in one hidden step. You duplicate or create a sales invoice so both documents stay in the audit trail — quote for what you offered, invoice for what you billed.
Good practice
Reference the quote number in invoice notes (“As per quote QT-104”) so your customer and CA can tie the papers together.
If the quote had tax off for an estimate, turn Tax on before saving the final invoice for a registered sale.
Related articles
- Create a quotationSend a formal quote before the sale — same line items and tax as an invoice, but labelled as a quotation for customer approval.
- Create a GST sales invoiceOpen Sales Invoice, pick the customer, add taxed line items, and save a GST-compliant bill from Billing & Spending → Sales.
- Duplicate an invoiceCopy a saved sales or purchase voucher with the same party and line items, then edit the number and dates for a fast repeat bill.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
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