Send a quote, turn it into an invoice

A quote (Sebenza calls it an estimate) is an invoice that isn't due yet. Send it, get the yes, convert it. The invoice inherits every line, the client details and the notes.

Test it yourself

Quote yourself first, then convert it, so you've seen the whole loop.

1. 1

   Start a quick quote

   On Sales & Billing, tap QUICK EST/INV → Quick Estimate.

2. 2

   Pick or create the client

   Start typing under Client. For this test, use your own name and email. A new name creates the client for you.

3. 3

   Add the lines

   From Services fills a saved service in; or type a name, Qty and Rate. Add another line for more. The totals update as you type.
4. 4

   Create it

   Tap Create Estimate. You'll see Estimate EST-2026-00001 created (your number will differ) and it sits in the Estimates tab as Draft. It's valid for 30 days from today.

5. 5

   Email it

   On its row, open the ⋯ menu → Email to Client. The status changes to Sent.

   ✓ Check your inbox: the quote arrives as Estimate EST-… from your business, with the number, amount and notes.

6. 6

   Accept it

   Back on the row: ⋯ → Mark as Accepted.

7. 7

   Convert it

   ⋯ → Convert to Invoice. You'll see Converted to Invoice — Created invoice INV-… from EST-….

   ✓ The quote now shows Converted, and a new Draft invoice with the same lines is in the Invoices tab. Email it from there when you're ready.

Then, for real

1. 1

   Quote

   Quick Estimate, Create Estimate, Email to Client.
2. 2

   When they say yes

   Mark as Accepted, then Convert to Invoice, then email the invoice. Three taps.

Good to know

• Need a valid-until date, terms or a different quote number? Tap Need more options? → on the quick form. The full form has Valid Until, Terms & Conditions and the Estimate Number.
• Changing a quote after sending — open it from the row; sent quotes open in the full form. Email it again with Email to Client.
• The client wants it as a PDF — ⋯ → Download PDF, or Print.
• Same quote for another client — ⋯ → Duplicate, then change the client.
• Convert only once — after converting, the option disappears. If you need a second invoice, duplicate the invoice instead.

If something's off

• "No client email address found" — the client has no email on file. Add one under CRM → Clients, then Email to Client again.
• The client says they can't open anything in the email — the quote email is for reading and replying; there's no button for them to press. Their yes by email or phone is the acceptance — then you Mark as Accepted.
• Convert to Invoice isn't in the menu — the quote is already Converted. Open the Invoices tab; the invoice is there.