Choose the next step for an accepted quotation

Before you start

You need quotation and destination-workflow access. Review acceptance, approvals and applicable stock, credit, tax and currency conditions.

Follow these steps

1. Open the quotation and review the accepted version.
2. Check existing invoice, order or project links.
3. Use Convert to Invoice for the eligible direct-billing path.
4. Use the supported order or project handoff when that matches delivery.
5. Inspect the created record and its source link.

Check the result

The selected handoff retains the quotation reference. A conflicting order or project handoff cannot also be billed through direct conversion.

If you get stuck

Read the status or validation message. After an interrupted response, inspect existing links before creating a duplicate manually.

One thing to remember

Acceptance, fulfilment, invoicing and payment are separate events. Choose the eligible path that fits the agreement.

Keep going

• Record a payment that has already been received
• Write a support ticket that is easier to investigate

Still need a hand?

Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.

Open a support ticket. Visitors without a workspace can contact us.

Still stuck?

Before contacting support:

1. Confirm the workspace, record number, date range and status.
2. Check your role permissions and the source document.
3. Refresh once and search for the record before repeating a submission.
4. Check the relevant guide for the next action; do not force a match, posting or approval.

If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.