How to Convert a Quote to an Invoice in CreataCRM

CreataCRM allows you to create an invoice from an existing sales quote. You can invoice all items on the quote or create a partial invoice for selected items. This is a user-initiated action, so you choose when to create the invoice.

Step 1 — Open a sales quote

From the main navigation, select Sales → Sales → Sales Quote. Open the quote you want to invoice, or create a new quote if needed.

Step 2 — Select Create Invoice

On the quote, find the Create Invoice action in the quote toolbar and select it. CreataCRM will ask how you want to create the invoice.

Step 3 — Choose a full or partial invoice

In the Create Invoice dialog, select one of the following:

• All Items on Quote — create an invoice for all items on the quote.
• Partial Invoice — choose which quote items and quantities to invoice.

Select Cancel if you do not want to proceed.

Step 4 — Select the lines to invoice (partial invoices)

If you selected Partial Invoice, the Invoice Selected Lines screen displays the quote lines available for invoicing.

For each line you want to invoice, select its checkbox and enter the quantity in Invoice Line Qty. Check your selections, then select Create Invoice.

In the example shown, one item is selected with an invoice quantity of 3, while the other item is left unselected.

Step 5 — Review the new invoice

CreataCRM creates the invoice and displays it under the sale. Review the invoice lines, quantities, prices and totals before taking any further action.

The example screenshot shows an invoice for the selected item, totalling $990 including GST. The invoice has its own actions, including Open Invoice.

Frequently asked questions

Can I invoice only part of a quote?

Yes. Choose Partial Invoice, select the required quote lines, and enter the quantities to invoice.

Does CreataCRM create the invoice automatically?

No. You start the process by selecting Create Invoice and confirming your choices.

Can I send the invoice to an accounting system?

CreataCRM has accounting integration workflows, but creating the invoice and sending it to an accounting system are separate actions. Available actions depend on your configured integration.