JiffyTrade allows you to convert a single quote into one or multiple invoices.

This makes it ideal for:

• Staged projects
• Deposit + balance structures
• Progressive instalments
• Partial invoicing

There is no limit to how many invoices can be generated from a single quote.

▶ How to Convert a Quote

1. Go to My Business → File Archive
2. Locate the Quote
3. Click the purple Invoice button

This opens the Document Designer in Invoice mode.

🟣 The Conversion Indicator

When converting, you will see a purple badge:

Converting from Quote: #XXX

This clearly indicates:

• The invoice originated from a specific quote
• The documents are linked
• You are not creating a standalone invoice

This ensures transparency and protects your audit trail.

📋 What Gets Prefilled

When you convert a quote:

✔ Customer details are prefilled
✔ Business details are prefilled
✔ All line items are copied
✔ Pricing and tax values are retained

You can then:

• Adjust quantities
• Remove items
• Add additional items
• Invoice partial amounts

This flexibility allows:

• Progressive billing
• Split payments
• Milestone-based invoicing

🔗 Linked Document Labels

After conversion, both documents show linked indicators:

• The Quote displays purple labels for associated invoice numbers
• The Invoice displays a badge showing which quote it originated from

These labels are clickable.

This allows you to:

• Instantly navigate between related documents
• Track invoice history from a quote
• Confirm payment progress

🚫 Deletion Protection

Quotes that have associated invoices cannot be deleted.

This is enforced at system level.

A quote will remain protected until:

• All associated invoices are deleted

This prevents:

• Breaking document relationships
• Losing historical pricing context
• Creating audit inconsistencies

📊 How Status Changes Work

When a quote is converted:

• The Quote status changes to Converted
• The original quote remains locked
• The invoice begins in Pending state

Once the invoice is sent:

• It becomes Unpaid

Once marked paid:

• It becomes Paid
• It is permanently locked

💡 Why This System Matters

This conversion model ensures:

• Original agreed pricing remains preserved
• Every invoice has traceable origin
• Partial billing remains transparent
• Audit trails stay intact

Unlike basic invoicing tools, JiffyTrade keeps relational integrity between quotes and invoices.

🧠 Best Practice

For structured billing:

✔ Use one quote as your master agreement
✔ Generate invoices progressively
✔ Never delete converted quotes
✔ Use linked badges to navigate related documents

This gives you:

• Clean financial reporting
• Professional audit protection
• Clear customer history