Skip to main content
All CollectionsInvoices & Getting Paid
How to turn a Proposal into an Invoice
How to turn a Proposal into an Invoice

Your clients have approved your Proposal and you're ready to create an Invoice. Here's how!

Paxton Willard avatar
Written by Paxton Willard
Updated over a year ago

How to create a new invoice from a proposal

  1. From within the proposal click the three dots at the top right and then select "invoice."

  2. Choose an invoice from the dropdown or type in a new invoice number and click “Create:...”

  3. Click "Save"

  4. This will add everything that is on a proposal to an invoice.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

Did this answer your question?