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How to Create a Quotation and Turn It into an Invoice

Written by the SellarPro team · Published 10 October 2026 · 1 min read

Short answer

At the POS, add the items and click Quotation instead of taking payment. Find it later in Sales → Quotations. When the customer agrees, open Actions and choose Convert to invoice. Use Mark as Proforma Invoice if they need a proforma first.

A quotation tells a customer what they would pay, without selling anything. No stock moves and nothing is owed until you turn it into an invoice.

Create a quotation

  1. On the POS, select the customer and add the items, prices and any discount.
  2. Click Quotation. It is saved, and you can print it for the customer.

Find, print or share it

Open Sales → Quotations. From Actions you can Print, Download pdf, Edit, Copy Quotation, or use View quote url to get a link you can send to the customer.

The customer needs a proforma invoice

Choose Mark as Proforma Invoice from Actions. Only the heading on the printed document changes: nothing is sold and no stock moves. Remove Proforma label turns it back.

The customer agrees: convert it

  1. In Sales → Quotations, open Actions and choose Convert to invoice.
    The quotations list with a quotation Actions menu open and Convert to invoice outlined
    Convert to invoice is in the quotation's Actions menu.
  2. Confirm. This raises a real invoice number, takes the items out of stock and records the amount as owed.
  3. Take the payment from Sales → All Sales with Add payment, or leave it owed.

Converting cannot be undone. If the customer has not agreed yet, use a proforma instead.

Common questions

Does a quotation reduce my stock?
No. Stock only moves when you convert it into an invoice.
Is a quotation in my sales report?
No. It counts as a sale only once it is converted.

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