Quote approved? Invoice in one tap.

You do the work. SMASH does the rest.

Short answer: Quote to invoice means turning an approved estimate into a bill without re-entering line items. In SMASH, the quote you already verified becomes the invoice — labour, materials, fees, and tax carry over. Send from iPhone after the job or from Gmail when the customer replies “go ahead”. Works with Xero and QuickBooks on paid plans.

How it works

  1. Step 1: Send the quote first
    Build from voice or Gmail, verify against your catalog, send with approval link. Customer sees professional PDF with your rates — not generic guesses.
  2. Step 2: Customer approves
    They tap approve in the PDF or reply in Gmail. SMASH keeps the approved scope linked to the job.
  3. Step 3: Convert to invoice
    One action creates the invoice from the quote — same lines, updated invoice number and due date. Push to Xero or QuickBooks when ready.

Related

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FAQ

Do I have to retype line items for the invoice?

No. The invoice is generated from the approved quote — you only adjust if the scope changed on site.

Can I quote on Gmail and invoice from my phone?

Yes. Quotes and invoices sync to your SMASH account across iPhone and Chrome.

Does quote-to-invoice work with Xero or QuickBooks?

Yes on Starter and above — push the approved quote, then the invoice, without double entry.

Updated 2026-06-14