How can I convert an quote to an invoice?

To convert a quote to an invoice, follow the below steps.

1. Go to Quote on the left sidebar of your Zoho Invoice account.
2. Select the the quote you want to convert to invoice.
3. Click Convert to invoice.
4. Check the required details, and make any changes you want to the quote, before saving it as an invoice.
5. Click Save as Draft at the bottom if you want to keep the invoice in the balance for now, and click Save and Send if you want the invoice to be sent out immediately.