Help Center · Quotations & Invoices

Converting a quotation to an invoice

Updated 20 Sep 2026 · 139 views

Once a customer accepts a quotation, open it and click Convert to invoice. LeadArc creates a new invoice with:

  • The same customer and every line item, quantity, and GST rate
  • A fresh invoice number, dated today
  • A link back to the original quotation for reference
You're free to adjust quantities or add/remove lines on the invoice afterward — converting doesn't lock anything in, it just saves you re-entering the whole quote.
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