Copy multiple quotes to a new invoice

To create an invoice from multiple quotes, mark your quotes as sent and accepted, then copy the quotes to draft invoices. Once you create the draft invoices, you can merge the details of the draft invoices into a single invoice.

Mark your quotes as sent and accepted

Before you get started, mark your quotes as sent and accepted.

Quotes must have a status of Sent before you can mark them as accepted. To mark a quote as sent, open the quote, click Options, then select Mark as Sent.

To mark the quotes as accepted in bulk, click Sent on the status panel, select the checkbox of each quote and click Accept.

Copy quotes to draft invoices

  1. In the Accounts menu, select Sales.
  2. Under Quotes, click on the status panel of the quotes you want.
  3. Open each quote, then click the Options button and select Copy to....
  4. Select Invoice, then click Create draft.
  5. This will take you to the new invoice, click Save.
  6. Repeat this for all the quotes you want to include in the merged invoice.

Copy draft invoices to an individual invoice

  1. In the Accounts menu, select Sales.
  2. Under Invoices, click Draft on the status panel.
  3. Select the checkbox of the draft invoice(s) you’ve created, then click Copy to.
  4. Select Invoice, with the 'Mark as Invoiced' checkbox selected, then click Copy & merge.
  5. Review the invoice and update the details if needed.
  6. Save or approve the invoice.

Once done, you can delete the individual draft invoices that you no longer need.