Turn an accepted Quote into billing

Converting a Quote makes its recurring lines a subscription and its one-time lines a draft Invoice. Nothing is retyped.

Before you start

A Quote is a proposal. Converting it is the moment it becomes something that bills.

One Quote can produce both outcomes at once, and which line becomes which is decided by the line itself:

• Recurring lines become the Client’s Recurring Billing — a Stripe subscription.
• One-time lines become a draft Invoice in Stripe.

A converted Quote is locked. It is the record of what was agreed, so it stops being editable.

Steps

Good to know

A Client has one Recurring Billing, whatever the cycles are. Adobe billed annually alongside everything else billed monthly is one subscription with items on different intervals — not two subscriptions. Converting a Quote with mixed cycles adds to the one that exists.

Converting does not send anything. The draft Invoice is yours to review and issue.