A design project quote
A freelance designer sends a quote for a brand identity job. Start from a quote template, set the scope and the price, and send it as a PDF or share link.
Quote to Invoice
Convert a quote to an invoice in one click
With Pro, send a quote, then convert it to an invoice when the client says yes. Turn that paid invoice into a receipt when they pay. One simple workflow for freelancers and small businesses.
Free to start. No account needed to create your first document.
The workflow: Quote to Invoice to Receipt
Three simple steps. Each document builds on the last, so you do not type the same information twice.
- 1
Create a quote
Add your client, list the work, set your prices. Preview it live and download the PDF, or sign in to save it for later.
- 2
Convert it to an invoice
Once the client says yes, Pro lets you convert the saved quote into an invoice. The line items, client details, business details and totals carry across.
- 3
Create a receipt when paid
After the invoice is paid, Pro lets you create a receipt from it. Your client gets a clear record without you typing anything twice.
Start with a quote template, review the matching invoice template, and finish with a receipt template.
One Pro workflow from quote to receipt
With Pro, when you convert a saved quote to an invoice, IRQDocs keeps the line items, client details, business details and totals exactly as they were. Nothing is retyped, nothing is lost.
The same Pro workflow applies when you convert a paid invoice into a receipt. The new document gets its own number, date and status, so each record is clear and separate.
Why small businesses use this
The workflow is built around how real jobs move from estimate to payment.
No re-typing line items
Your quote items become the invoice items. Edit anything that changed, leave the rest as it is.
Consistent client and business details
Saved client and business profile details flow through every document so names, addresses and contact details stay aligned.
Clean paper trail from quote to payment
Each document keeps its own number, date and status, so you can see the full story of a job from estimate to payment.
Professional PDFs at every step
The same clean templates apply to quotes, invoices and receipts, so what your client receives looks consistent.
Free to start, more when you sign in
No account needed
Create, preview and download PDFs for quotes, invoices and receipts. Useful for one-off documents or trying things out.
Free account adds
Save documents, dashboard and history, reuse your business details and create basic share links. Subject to limits.
Conversion is a Pro feature. It is available on the Pro plan.
Quote to Invoice to Receipt examples
A confirmed job invoice
The client approves the quote. With Pro, convert it into an invoice based on the same invoice template so the numbers and details match what was agreed.
A paid receipt
Once payment lands, with Pro, turn the invoice into a receipt template for the client. They get a clear record, you keep a clean history.
Frequently asked questions
- How do I convert a quote into an invoice?
- Conversion is a Pro feature. It is available on the Pro plan. Open the saved quote from your dashboard and choose to convert it to an invoice. IRQDocs creates a new invoice with the same line items, client and business details, ready for you to review and send.
- What gets copied across when I convert a quote?
- Line items, quantities, prices, totals, client details and business details are copied to the new invoice. The new document gets its own document number, date and status.
- Can I edit the invoice after converting it?
- Yes. The converted invoice is a full invoice document. You can change line items, totals, dates or any other field before sending it.
- Can I turn an invoice into a receipt once it has been paid?
- Quote to Invoice and Invoice to Receipt conversion is a Pro workflow. It is not a Free account feature.
- Do I need an account to create a quote or invoice?
- No. You can create, preview and download a quote, invoice or receipt without signing in. A free account adds saving, dashboard history, share links and business profile reuse. Conversion between document types is a Pro workflow.
- Is IRQDocs free to use?
- Creating, previewing and downloading documents is free. A free account adds saving, dashboard history, share links and business profile reuse, subject to limits. Pro includes the Quote to Invoice to Receipt workflow, CSV export, higher limits, extra templates and branding.
- What countries and currencies does IRQDocs support?
- IRQDocs works in any browser and supports a wide range of currencies. You set your business address and currency on each document, so it fits your country and your client.
- Can I share an invoice with a link instead of a PDF?
- Yes. Signed-in users can generate a private share link for any saved document, so clients can open it in their browser without signing up.
Ready to send your next quote?
Create a quote in your browser. Sign in to save it, reuse your business details and create share links. Quote to Invoice conversion is a Pro workflow.