Turn an approved quote into an invoice

When a customer approves a quote — either through the link you sent, or because they told you yes on the phone and you marked it approved yourself — YardBill drops a Convert to invoice button on the quote page. One tap and you've got a draft invoice ready to send. No re-typing the services, no re-entering the price.

Two ways a quote gets marked approved

• Your customer taps Approve from the email link. Happens in the background — you'll see the quote flip from "sent" to "approved" next time you refresh.
• You mark it approved yourself. On the quote page, in the actions rail: Mark approved only. Use this when your customer said yes in person or on the phone.

Convert it

On an approved quote, tap Convert to invoice (it sits where Approve & invoice lives while the quote's still sent). YardBill drops you onto the new invoice, status "draft," ready to review and send.

What carries over

• Customer. Same customer, same email and address.
• Line items. Every service and custom line, with quantities, prices, and tax.
• Notes. The notes you wrote on the quote — edit before sending if anything changed.

What doesn't carry over

• Invoice number. Fresh, in your invoice sequence (INV-0042, not Q-0042).
• Send date. Resets — the invoice isn't "sent" yet. You'll review the draft, then send.
• Valid-until. Invoices have a due date instead; pick one when you send.

Send or edit first

The invoice opens in draft. Look it over — adjust anything that changed since the quote, add a payment instruction if needed, then tap Send to customer. Next up: send an invoice and record payment.