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Overview

Once your customer approves a quote, you are one tap away from a confirmed order. Knead carries the approved line items, pricing, and customer details into the new order so you do not have to re-enter anything.

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Before You Convert

Make sure the quote status is Approved. You can only convert approved quotes. If the quote is still in Sent status, wait for the customer to sign it, or follow up with a reminder. To check the status:
  1. Open the quote from The Counter or the order detail page.
  2. Look at the status badge. It should read Approved with the customer’s signature on file.

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Converting the Quote

  1. Open the approved quote.
  2. Tap Convert to Order.
  3. A dialog appears with payment options. Choose how you want to handle prepayment:
    • Require a deposit — Set a deposit percentage or fixed amount. The customer pays the deposit when they receive the invoice.
    • Require full payment — The customer pays the full amount upfront before you start production.
    • No prepayment — Skip prepayment entirely. You can invoice the customer later on your own schedule.
  4. Tap Confirm to create the order.
Pro tip: For custom cakes or large orders, requiring a deposit protects your ingredient costs. A 50% deposit is a common starting point.

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What Happens After Conversion

Several things happen automatically when you convert:
  • Order created — A confirmed order is created with the quote’s line items, quantities, and approved pricing. No manual data entry.
  • Invoice generated — A draft invoice is auto-generated based on the order total and your prepayment selection. Review and send it when ready.
  • Quote marked as converted — The quote status changes to Converted. It links back to the new order for reference.
  • Calendar updated — The order appears on The Sweet Spot for the fulfillment date, counting toward your daily capacity.
  • Customer notified — Your customer receives a confirmation email with the order details.
Good to know: Converting a quote does not automatically send the invoice. You control when the invoice goes out. Open the draft invoice, review it, and tap Send when you are ready to collect payment.

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Prepayment Options Explained

The payment option you choose during conversion determines how the invoice behaves:
OptionWhat happens
Require depositInvoice shows the deposit amount due now and the balance due later.
Require full paymentInvoice shows the full total due immediately.
No prepaymentInvoice is created as a draft. Send it whenever you choose.
Your default prepayment settings come from Settings > Prepayment. You can override them during each conversion.

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After Conversion

With the order confirmed, your next steps are:
  • Review and send the invoice to collect payment.
  • Check The Sweet Spot to see how the order fits into your production schedule.
  • Use The Pass on bake day to track the order through production.
Still need help? Contact us