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Sales Guide

Quotes To Invoices

Create a quote, get customer approval and convert accepted work into an invoice.

Start steps Field guide

Quote Workflow

1 Draft Create the quote with client and line items.
2 Approval Send or share the quote and track status.
3 Convert Convert accepted quotes into invoices.
Quotes are useful before billing when the customer must approve price or scope.

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

  1. Open Manage Quotes

    Choose New Quote or the create action.

    Open full instructions
    cherrybank.money/quotes-to-invoices/step-1
    Step 1 visual

    Open Manage Quotes

    Choose New Quote or the create action.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  2. Choose client and items

    Select the client, add services/products, set pricing, discounts and terms.

    Open full instructions
    cherrybank.money/quotes-to-invoices/step-2
    Step 2 visual

    Choose client and items

    Select the client, add services/products, set pricing, discounts and terms.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  3. Preview quote

    Check dates, expiry, customer details, notes and totals.

    Open full instructions
    cherrybank.money/quotes-to-invoices/step-3
    Step 3 visual

    Preview quote

    Check dates, expiry, customer details, notes and totals.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  4. Send or share

    Email or download/share the quote with the customer.

    Open full instructions
    cherrybank.money/quotes-to-invoices/step-4
    Step 4 visual

    Send or share

    Email or download/share the quote with the customer.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  5. Update status

    Mark the quote as pending, accepted or declined so the pipeline stays accurate.

    Open full instructions
    cherrybank.money/quotes-to-invoices/step-5
    Step 5 visual

    Update status

    Mark the quote as pending, accepted or declined so the pipeline stays accurate.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  6. Convert to invoice

    When accepted, convert the quote into an invoice and review the carried-over details before sending.

    Open full instructions
    cherrybank.money/quotes-to-invoices/step-6
    Step 6 visual

    Convert to invoice

    When accepted, convert the quote into an invoice and review the carried-over details before sending.

    A dedicated training visual for this step, focused on the exact action the learner should complete.

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Field Why It Matters
Expiry date Tells the customer how long the quote remains valid.
Status Tracks whether work is pending, accepted or declined.
Convert action Creates an invoice from approved quote details.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

  • Use quote notes for scope and assumptions so the invoice later has clear context.

Related Guides

Move to the next workflow when this page is complete.

Account Creating An Account Account Login Options Onboarding UK Setup Wizard Sales Clients And Products