# Turn a quote into a job (or an invoice)

Source: https://help.mucka.ai/quotes/convert-quote-to-invoice
Category: Quotes
Last updated: 2026-08-27

> One tap to turn a quote into an invoice ready to send, or an accepted quote into a job ready to book in.

A quote has two next steps and Mucka makes both one tap. Turn it into an invoice when you want paying. Turn it into a job when you want it booked in.

## Ask Mucka

Open Mucka and say:

> *"Convert the Walker boiler quote to a job."*
>
> *"Send Sarah the invoice for the kitchen rewire."*

Mucka pulls up the quote, drafts the next step with all the right details, and shows it for you to approve. One tap, done.

## Or use the buttons

**Invoice** is on every quote, whatever state it's in — draft, sent, accepted or rejected. Plenty of work gets agreed on the doorstep or over the phone and never gets marked Accepted, and you shouldn't have to tick a box before Mucka will let you bill for it. Tapping it opens a new invoice with the client, line items and total already filled in. Nothing is sent: you get a draft to check first.

You'll find it in four places:

- The [**Quotes**](/quotes) page, on the right-hand end of any quote's row.
- Inside a quote you've opened, along the bottom.
- On a **job**, in the Linked Quotes list.
- All of the above on your phone, same as on the computer.

**View Job** is the other one, and that one does still wait for the quote to be marked **Accepted** — a job is a promise to turn up, so it wants a yes from the customer first. First tap creates the job, carrying client, scope, price and notes across, then opens it. The job starts off **not booked in**: no date, no engineer. Schedule it from the job itself (or ask Mucka) whenever you're ready. After that, the same button just opens the linked job.

Mucka never auto-invoices when a job's marked complete; you raise the invoice when you're ready to chase payment.

## What gets carried across

When converting a quote to a job, Mucka brings:

- Client and address
- Scope of work as the job notes
- Quote total as a reference (so the engineer knows what was agreed)
- Duration worked out from the quote's labour lines (a "Labour (8 hours)" line becomes an 8-hour job; if the quote has no labour line, it falls back to 4 hours)

The job lands **without a date or engineer**, so nothing appears on the schedule until you book it in. That's deliberate: accepting a quote and picking a slot are different decisions, and you don't have to make them at the same time.

When converting a quote to an invoice, Mucka brings:

- Client and contact details
- Line items with prices, exactly as quoted
- VAT and totals
- Quote reference number in the invoice notes

You can edit everything before sending or saving. Mucka prepares, you approve.

## Common gotchas

- **Invoicing a quote doesn't mark it Accepted.** The two are separate. If you want your quote figures to read right at the end of the month, mark it Accepted as well — Mucka won't do it behind your back.
- **Editing the invoice doesn't change the quote.** If you bump a line price on the invoice, the original quote still shows the old price for your records. That's deliberate, it preserves what was actually quoted.
- **Multiple invoices from one quote.** Long jobs sometimes get part-invoiced. You can keep converting the same quote, Mucka tracks how much has been invoiced against it.
- **Recurring work.** For ongoing maintenance contracts, set up a recurring job rather than re-converting a quote every month.