BQBizQuote Pro
Invoices and Payments · 6 min read
Turn approved quotes into paid invoices without losing context
Learn how to move from quote approval to invoice, reminders, proof uploads, receipts, and payment tracking.
July 5, 2026Convert accepted work instead of rebuilding invoices.
Use proof uploads for manual payments.
Track paid and outstanding amounts from reports.
Convert instead of copying
When a quote is accepted, convert it into an invoice so the client, line items, totals, and business context stay connected.
This reduces typing mistakes and helps reporting show the full path from opportunity to payment.
Choose the right payment workflow
If online payment is enabled, send the invoice payment link. If the client pays by bank transfer or mobile money, ask them to upload payment proof from the invoice page.
Your team can reconcile proof uploads and keep payment records visible inside the invoice.
Follow up with confidence
Use reminders for unpaid invoices and review payment status from the invoice list or reports. The goal is simple: no invoice should disappear into a chat thread.
Quick checklist
- Invoice was created from the accepted quote
- Payment method is clear
- Proof upload is available for manual payment
- Reminder date is set
- Receipt or payment record is saved