Converting quotes and marking paid

Quote → invoice

When a customer accepts a quote, convert it to an invoice from the document actions. Check totals, payment terms, and customer email before sending.

Mark paid

Mark an invoice paid when funds clear. That status matters for reporting and for growth automations.

Link to Review Engine

Marking work complete & paid (invoice paid, or completed job already paid) is the usual trigger for Review Engine enrolment — if the engine is enabled and the customer has an email.

So: finish the job cleanly in the CRM, then ask for the review automatically instead of remembering to chase every time.