> ## Documentation Index
> Fetch the complete documentation index at: https://help.kneadapp.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Converting Quotes to Orders

> Turn an approved quote into a confirmed order with one tap.

## 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.

## 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.

## 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.

<Tip>Pro tip: For custom cakes or large orders, requiring a deposit protects your ingredient costs. A 50% deposit is a common starting point.</Tip>

## 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.

<Note>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.</Note>

## Prepayment Options Explained

The payment option you choose during conversion determines how the invoice behaves:

| Option                   | What happens                                                        |
| ------------------------ | ------------------------------------------------------------------- |
| **Require deposit**      | Invoice shows the deposit amount due now and the balance due later. |
| **Require full payment** | Invoice shows the full total due immediately.                       |
| **No prepayment**        | Invoice 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.

## 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.

## Related Articles

* [How Quote Approval Works](/quotes/quote-approval-workflow)
* [Revising and Versioning Quotes](/quotes/revising-and-versioning-quotes)
* [Deposits and Partial Payments](/invoicing-and-payments/deposits-and-partial-payments)
* [Converting Enquiries to Orders](/managing-orders/converting-enquiries-to-orders)

***

*Still need help? [Contact us](mailto:hello@kneadapp.co)*