Start with a quote
Add the client, title, line items, discount, tax, validity date, scope notes, terms, and signature area.
Quotation to invoice
Convert quotations to invoices
Create a quotation, keep the client and line items intact, then convert or link approved work to invoices when billing starts.
Move from estimate to invoice without rebuilding the document.
Invofolio keeps the billing workflow close to the work itself: quotations, invoices, client records, project numbering, payment records, PDF exports, public links, and receivables visibility in one focused workspace.
Start freeBest for
- Service teams that quote work before invoicing.
- Freelancers and studios that want the accepted quote to stay attached to the later invoice.
- Consultants who need a clean record of proposed work and billed work.
Workflow
What the page helps you manage
Keep it editable
A quotation can stay accepted while users keep control over conversion or invoice linking.
Connect invoices
Convert to a new invoice or link existing invoices so the quote remains connected to actual billing records.
Not for
- Full bookkeeping, statutory accounting, payroll, or tax filing.
- Teams that need bank-feed reconciliation, general ledger posting, or inventory accounting.
- Businesses that want to replace their accountant or accounting system entirely.
Common questions
What does quotation to invoice mean?
It means the details from an approved estimate or quote can be reused for the invoice, reducing repeated entry and keeping the billing trail connected.
Can a quotation link to more than one invoice?
Yes. Invofolio supports linked invoices, so one quotation can stay connected to one or more invoice records.
Do clients need to accept a quote before conversion?
No. Invofolio lets the user decide when to convert or link invoices, instead of forcing conversion only after a specific quote status.
Are quotations included in receivables?
No. Quotations are proposed work, not receivables. Dashboard receivables should come from invoices and payment records.
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