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Forums › Off topic › Convert quote to invoice
Mike61

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#284035 27-Mar-2021 10:34
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Hi

Does anybody know if you can put a message on a quote saying something like "This quote becomes a tax invoice upon acceptance" in NZ? Obviously all the usual invoice stuff would have to be on the quote e.g. gst number.


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coffeebaron
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  #2681398 27-Mar-2021 13:20
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Just write it up exactly as an invoice, but instead of stating "Tax Invoice", type "Quote" instead. Then once excepted and complete, change quote to tax invoice and done. There may be a few other lines of text to change to, but basically if your quote is same format as your invoice, then very little work required to turn it into an official invoice.




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