Solid Invoice Documentation Hub

Explore feature guides, reports and exports, and our privacy-first security stance.

Quotes → Invoice

Turn accepted quotes into invoices with a single tap. No re-typing, no risk of errors — Solid Invoice carries over line items, totals, and client info automatically.

Quote Status

Draft Sent Accepted Converted
  • Draft — working copy, not yet sent to the client.
  • Sent — shared with the client (email or export).
  • Accepted — the client approved the quote.
  • Converted — a new invoice was created from this quote.

Convert Workflow

  1. Open the quote (Sent or Accepted).
  2. Tap Convert this Quote to an Invoice.
  3. Review the new invoice — client, date, line items, taxes/discounts, and notes are copied.
  4. Preview, then send the invoice.

What Carries Over

  • Client and document date.
  • All line items and quantities.
  • Taxes/discounts and notes.
  • Branding (logo/colors) and relevant settings.

Security & Privacy

  • Encrypted by Default: quotes and invoices are stored locally on your device and encrypted at rest (on-device encryption).
  • Sync (optional): if enabled, data uses TNO principles with pre-egress encryption before iCloud.
  • Exports: sharing a PDF/CSV creates an unencrypted file you control; you’ll see a confirmation step before export.