How to Convert a Quote to an Invoice

Step-by-step guide to converting an accepted quote into an invoice without re-entering data.

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1

Open GetQuotationMaker

Go to getquotationmaker.com — no account or signup required. The quote generator loads instantly in your browser on any device.

2

Fill in your business details

Enter your business name, email address and address. These appear at the top of your quote. The live preview on the right updates as you type.

3

Enter your client details

Add your client or customer name, email and address. Include their project address if different from their billing address.

4

Set your quote number and validity date

Give your quote a unique number for tracking. Set a validity date — the date until which your price is guaranteed. 30 days is standard for most services.

5

Add your line items

Add each service or product as a line item with a description, quantity and rate. The total calculates automatically. Add as many items as you need.

6

Apply tax and any discounts

Enter your tax rate (VAT, GST or sales tax) and label. Add a discount if applicable — either a fixed amount or percentage. All calculations update automatically.

7

Add notes and payment terms

Use the notes section to add payment terms, what is included, what is excluded, warranty information or any other important conditions.

8

Download your PDF and send to the client

Click "Download Free PDF Quote" and your professional quotation saves instantly. Email the PDF to your client. If they accept, upgrade to PRO to convert it to an invoice in one click.

💡 Pro tip: Always set a validity date

A validity date protects you from being held to old prices if material costs rise. It also creates urgency — clients with a deadline respond faster. 30 days is the standard for most trades and services. For construction where material prices fluctuate, 14 days is safer.

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