How to issue an invoice from a quote

Once a quote is accepted, invoice it in one step. Trame carries over the line items, the notes, and the price, so you are never rebuilding a job you have already priced.

Create the invoice

1. Go to Invoices and select New invoice.
2. If the quote is attached to a job, choose From a job. Trame pulls in the line items from that job's accepted quote automatically.
3. If the quote has no job attached, choose From a quote instead. This list only shows accepted quotes that are not yet invoiced.
4. Pick the job or quote, then select Create invoice.

Trame opens the new invoice as a draft, with the line items, notes and total already filled in from the quote. The title carries over too, with "Quote for" swapped to "Invoice for".

If the quote had a deposit, this is the invoice for the balance. The deposit itself was already invoiced and sent automatically when the client accepted. See deposit invoices and how the balance works.

Create the draft with Assistant

1. Open the accepted quote and select Assistant.
2. Check the attached record above the message box. If it is missing or shows another record, select Use this quote.
3. Ask Assistant to create an invoice from this quote.
4. Check the line items, totals and any deposit deduction on the confirmation card, then select Create draft invoice.

This creates the draft and sends nothing to the client. Select Open invoice and use the invoice editor to make any final changes. You still issue or email it using the steps below. See Using Assistant for more ways to find and work with saved records.

Issue the invoice

While the invoice is a draft, you can still edit the line items. Once you are happy with it:

1. Select Issue invoice.
2. Set the Payment due date. It defaults to the quote's agreed payment terms, or your own default if the quote didn't set one.
3. Choose Issue and email to send it straight to the client, or Issue to issue it without emailing yet.

Frequently asked

Can I change the price after creating the invoice?

While the invoice is a draft, edit the line items and prices in the invoice editor or ask Assistant to prepare a change. Once issued, the line items and totals are locked.

Can I invoice the same quote twice?

No. Opening the invoice picker for a quote that already has a final invoice takes you straight to the existing one instead of creating a duplicate.

Why isn't my quote in the "From a quote" list?

That list only shows quotes with no job attached. If your quote is attached to a job, invoice it from the job instead, using From a job.