Convert a proposal to an invoice

Available on all current plans (Solo, Business and Team).

The moment a proposal comes back Accepted, a green Convert to Invoice button appears on it. One click and the billing starts.

What conversion does

  • Creates a new invoice with the next number in your invoice sequence
  • Copies every line item — descriptions, quantities, prices — exactly as accepted
  • Carries over the client and, if the proposal was linked to a project, the project link too
  • Creates the invoice as a Draft, so you can adjust before sending (add a deposit line, split billing, tweak the due date)

The proposal itself is untouched — it remains your accepted, signed record. In place of the convert button you'll see an Invoice Created chip linking to the new invoice, so the paper trail runs both ways.

Why it lands as a draft

Conversion deliberately stops one step short of billing. Nothing is sent, no due date is assumed, and the client is not notified — the invoice waits in Draft until you look at it.

That gap is where most of the useful edits happen: setting a due date that matches what you actually agreed, splitting an accepted total into a deposit now and a balance later, or adding the line item for the change the client asked for during the call where they said yes. See Create an invoice for what you can adjust, and Send an invoice when it's ready to go.

One conversion per proposal

A proposal converts once. If you need to bill an accepted job in stages, convert it, then create additional invoices normally — the proposal stays your source of truth for what was agreed.

For a job billed across several months, the pattern that works is to convert once for the first stage, edit that draft down to the portion you're billing now, and raise the later invoices against the same project so the total picture stays in one place.

If the numbers changed after acceptance

Edit the invoice, not the proposal. The proposal records what the client agreed to and signed; rewriting it after the fact destroys the only document that says what was actually accepted.

If the scope changed enough that the original agreement no longer describes the work, that is a change order or a new proposal, not an edit.

Plan limit note

Conversion creates a real invoice. Every current plan has unlimited invoices, so there is nothing to watch; on the legacy Free plan it counts toward that plan's monthly allowance like any other.

The full journey

  1. Create the proposal → 2. Send and get it signed → 3. Convert to invoice → 4. Send the invoice → 5. Get paid.