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how to convert a quote to an invoice once youve created a quote the system allows you to convert it to an invoice click the finance tab in the finance dashboard then click the quotes button and then click the quotes button again select the code you want to convert and then click the arrow icon on the right hand side of the amount column which is the convert this quote to an invoice button a pop-up will ask you to confirm that you want to convert your quote into an invoice then click the yes button a tax invoice for your quote will now appear to finalize the invoice choose the correct invoice date by clicking on the calendar icon and then go to the bottom of the screen and click the save button your invoice will now appear in your list of invoices with not finalize displayed as the invoice number if you need to make any changes to your invoice you must do this before you tick the finalized box once you have finalized an invoice it cannot be changed once you are satisfied with your invo