How to create a quote and convert it into an invoice

Step 1: Start a new quote

In Invoices & Quotes, open the Quotes tab and press New Quote.

Step 2: Fill it in

Choose the Customer and check the Payment Terms, Quote Date and Valid Until date. Add the products and quantities under Line Items.

Add a discount, notes and terms if you need them, check the total and press Create Quote.

Step 3: Send it

Press the ⋮ on the quote and choose Send Quote, Send via WhatsApp or Copy Share Link. If you sent it another way, choose Mark as Sent.

Step 4: Convert it to an invoice

Once a quote is Sent, Viewed or Accepted, a Convert to Invoice button appears on it. Press it.

ChecKmate creates the invoice with the same items and prices, sends it to the customer, and marks the quote Converted.

Good to know

• Quotes past their Valid Until date show as Expired.
• Quote statuses: Draft, Sent, Viewed, Accepted, Rejected, Expired and Converted.