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Converting a quotation into an invoice

FT
2025-07-26

Question

Can I create a provisional invoice and save it, edit it and then send it?

Or can I create a quotation that I don’t send and convert it into an invoice later?

Hey, create the invoice and save it as draft, then just click on edit again, check all the details on your invoice and save it.

Thanks.

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You really should try it out for yourself. Even if you don’t have a company number yet, you can already go ahead.

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