Key Features
Direct conversion
Quote → Invoice in one click. All line items, amounts, and client details carry over automatically.
Via proforma
Quote → Proforma → Invoice for when you need advance payment before work begins.
Automatic numbering
Each document type has its own sequential number. QUO-0001 becomes INV-0001 on conversion.
Conversion history
BillRyt tracks which invoice came from which quote. Full document chain always visible.
Quote expiry
Set an expiry date on quotes. BillRyt marks them expired automatically — no manual chasing.
PDF for each document
Professional PDF for quotes, proformas, and invoices. Each branded with your logo.
Step-by-Step Setup
Create a quote
Click + Quote, add your client, line items, and validity period. Send to client for approval.
Client accepts
Client reviews and accepts the quote. You receive a notification. Quote status updates to accepted.
Convert to invoice
Open the accepted quote and click Convert to Invoice. All details carry over. Review and send.
Get paid
Invoice includes Stripe and Paystack payment links. Client pays instantly from the invoice.
Frequently Asked Questions
Can I convert directly from quote to invoice?
Yes. BillRyt supports direct Quote → Invoice conversion. Click Convert to Invoice on any accepted quote.
What is the proforma invoice route?
Quote → Proforma → Invoice is used when you need advance payment before delivering work. The proforma requests payment; the invoice confirms it.
Do line items carry over on conversion?
Yes. All line items, quantities, rates, tax, and discounts carry over exactly on conversion.
What happens to the original quote?
The quote stays in your system linked to the invoice. You can see the full document chain at any time.