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Quotes to Invoice to Order

Daniel B

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Ok, quick question hopefully.


I generated a quote for a prospective client, they agreed so I converted it to an invoice.


Once they pay the invoice, is there a way for me to add an order and link it to the invoice, or will I just need to manually create each product? (invoice is for 3 products).

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  • 1 year later...
  • WHMCS Support Manager


There isn't currently an option to convert a quote into an order. You'd need to place the order manually instead of converting to an invoice.

You can add multiple items to the order and use the "Price Override" field if you want to give the client a custom price.

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