create invoice from quote

Create invoices from quotes after approval
Say the job.
Get paid.

Create a customer quote, save it, then use it as the starting point for the invoice when the work is complete.

Try 5 free documents

Setup takes 60 seconds.
No credit card required.

Ready, Boss.

Tap to speak your next invoice.

Quote
Invoice

Useful for UK trade paperwork

Templates Quotes Invoices Payment terms WhatsApp PDFs

Northfield Services

accounts@northfieldservices.co.uk

INVOICE

SI-0042

Billed To

Harbour Property Services

18 Market Street, Worcester

Labour and materials £150.00
Payment terms £45.00
Subtotal£195.00
VAT (20%)£39.00
Total Due £234.00
create invoice from quote

Create invoices from quotes after approval

Create a customer quote, save it, then use it as the starting point for the invoice when the work is complete.

  • Your logo and business details perfectly formatted.
  • Bank details and payment terms automatically attached.
  • Pre-written messages for WhatsApp or email.

Create invoices from quotes after approval

Create Invoice From Quote should save time without making customer paperwork look messy.

Quote first, invoice later

  • Keep the original agreed scope visible.
  • Avoid retyping the same work lines.
  • Add approved extras before creating the final invoice.

Where it helps most

  • Builders, landscapers, joiners and larger jobs.
  • Jobs with deposits, stages or customer approval.
  • Any work where the final invoice should match the accepted quote.
Example wording

A practical example you can use.

Create invoice from accepted quote, keep original scope and add approved extra labour.

Create one in SayInvoice
Useful next pages
Invoice app for tradesmenVoice invoice appInvoice app for electriciansInvoice app for gardenersSole trader invoice guideVAT and payment terms guide

Remembers Customers

Say their name once. The app remembers addresses and details for future jobs.

Private Site Notes

Save gate codes, pets, or parking rules safely. They never print on invoices.

Does the Maths For You

Say the raw numbers, and the app calculates subtotals, VAT, and totals.

Unlimited Paid Use

Invoice Only includes unlimited invoices. Pro includes unlimited quotes and invoices.

Accountant Export in 3 Clicks

Choose the period, choose document types, then download a workbook or PDF pack.

Reminders & Monthly Summaries

See what needs chasing, get monthly report emails where enabled, and use practical tips from your saved history.

More help More trade invoice guides Open guides

Straight answers.

No tech jargon, just how it works for your business.

Is this only a template page?

No. The page gives practical guidance, but it also shows how SayInvoice can create the same kind of document faster from spoken job notes.

Can I send the document by WhatsApp?

Yes. SayInvoice creates a professional PDF that can be shared by WhatsApp or email after you check it.

Do I need a card to try SayInvoice?

No. You can start with 5 free documents before choosing a paid plan.

Plans from £14.99/month.

Invoice Only gives you unlimited invoices, remembered clients, and accountant export. Pro is £18.99/month for unlimited quotes and invoices, smarter insights, private notes, monthly summaries, reminder support, and more.

Start Free Trial

5 free documents to start. No card needed.