How to Convert a Quote into an Invoice
Zibster's Quotes & Invoices tool makes it easy to send quotes to potential clients and turn them into invoices once approved. Follow these simple steps to convert a quote into an invoice your client can pay online.
STEP ONE
LOG IN TO YOUR ACCOUNT
- Log into your Zibster account.
- From the left-side menu, click on Quotes & Invoices.
STEP TWO
OPEN YOUR APPROVED QUOTE
- Click on the Quote Number for the quote your client has approved.
STEP THREE
CHANGE THE QUOTE STATUS
- In the top-right corner, click the Status button.
FINAL STEP
REVIEW AND CREATE YOUR INVOICE
You'll now see the invoice settings screen. Here, you can confirm and customize:
- Payment Due Date – Set the date by which payment is due.
- Allow Partial Payments – Choose “Yes” or “No.”
- Send Invoice Email? – Check this box to automatically send the invoice to your client by email when it’s created.
Once everything looks good, click Create Invoice.
✅ After clicking Create Invoice, you’ll see a confirmation screen letting you know the invoice has been generated. If you checked the email option, your client will receive their invoice right away.
