Accept and convert a quotation

A quotation moves through a lifecycle — sent to the customer, accepted, then converted into an invoice that carries the same lines and totals.

Intermediate4 steps~3 min

Before you start

Send the quotation to the customer.

Once submitted and approved, send it. The status moves to "Sent" while you await the customer’s decision.

Mark it accepted.

When the customer agrees, accept the quotation. Accepted quotations can be converted.

Convert to an invoice.

Convert the accepted quotation. mujez creates a draft invoice with the same lines, ready to issue.

Open the new invoice.

The converted invoice links back to its source quotation. Issue it to post the sale.

See “Issue an invoice” for posting the converted invoice to the ledger.