convert_quote_to_invoice
Convert an Accepted/Sent/Viewed quote into a Draft invoice. Marks the quote as Converted and links it to the new invoice.
Example AI prompts
Type any of these into Claude Desktop, Claude Code, or Cursor — InvoiceCave's MCP server will route them to convert_quote_to_invoice automatically.
“Convert the latest accepted quote for Initech into a Draft invoice with Net 30 terms.”
Use it in 30 seconds
Related tools
More from the Quotes category.
list_quotesList quotes/estimates. Optionally filter by status or customer, or search by quote number/customer name.
get_quoteGet full details of a specific quote including line items.
create_quoteCreate a new quote/estimate with line items. If customer does not exist, will be auto-created. Default expiry is 30 days from quote date.
update_quoteUpdate an existing quote. Supports status transitions, dates, notes, financial fields. Recalculates totals when financial fields change.
delete_quoteDelete a quote. Cannot delete a converted quote (it is linked to an invoice).
send_quoteMark a quote as Sent and return its public shareable link.
email_quoteEmail a quote to the customer (or override email). Sends a styled HTML email with the public quote link. Updates status to Sent if currently Draft.
get_quote_linkGet the shareable public link for a quote.
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