--- name: "invoices_convert_quote" area: "invoices" title: "Turn a quote into an invoice" price: "$0.01" method: "POST" url: "https://api.conecto.chat/v1/tools/invoices_convert_quote" mcp_server: "https://api.conecto.chat/mcp/invoices" auth: "Authorization: Bearer " docs_url: "https://conecto.chat/tools/invoices/invoices_convert_quote" --- # Turn a quote into an invoice (`invoices_convert_quote`) Turns an accepted quote into a draft invoice with the same customer and lines. Turn an accepted quote into a draft invoice with the same customer and lines, ready for invoices_send. If the customer accepted some other way (email, phone), pass mark_accepted: true to record it. Price: $0.01 a call. A call that fails costs nothing. ## Use it when The customer said yes to a quote, on its page or another way. ## Say this to your agent > Lukas confirmed the chair quote on the phone. Turn it into an invoice. ## Inputs | Name | Type | Required | Description | Allowed values | Default | |---|---|---|---|---|---| | `quote_id` | string | yes | The quote's invoice_id. Exactly 36 characters. | | | | `mark_accepted` | boolean | no | Record a sent quote as accepted first (the customer said yes). | | `false` | ## Example Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. MCP: call `invoices_convert_quote` on the MCP server `https://api.conecto.chat/mcp/invoices` with these arguments: ```json { "quote_id": "2d9c4e7b-1a3f-4c5d-8e6f-0b1a2c3d4e5f", "mark_accepted": true } ``` REST: ```bash curl https://api.conecto.chat/v1/tools/invoices_convert_quote \ -H "Authorization: Bearer $CONECTO_KEY" \ -H "Content-Type: application/json" \ -d '{"quote_id": "2d9c4e7b-1a3f-4c5d-8e6f-0b1a2c3d4e5f", "mark_accepted": true}' ``` ## Response ```json { "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93", "tool": "invoices_convert_quote", "status": "succeeded", "replayed": false, "cost_usd": "$0.01", "balance_usd": "$19.75", "result": { "invoice": { "invoice_id": "ceb3a3db-0bd5-4dca-a6fa-f4ce8df6d4c5", "kind": "invoice", "number": null, "status": "draft", "currency": "EUR", "issue_date": null, "due_date": null, "overdue": false, "days_overdue": 0, "customer": { "contact_id": null, "company_id": null, "name": "Hotel Elbblick GmbH", "email": "lukas.meyer@hotel-elbblick.example", "address": "Elbchaussee 120\n22763 Hamburg", "tax_id": "", "country": null }, "total": "13887.30", "total_formatted": "€13,887.30", "amount_paid": "0.00", "balance": "13887.30", "balance_formatted": "€13,887.30", "public_url": null, "created_at": "2026-10-14T08:00:00+00:00", "sent_at": null, "credited": "0.00", "items": [ { "description": "Bistro chair, beech\nStackable, for terraces", "quantity": "40", "unit_price": "320", "tax_rate": "19", "discount_percent": "10", "amount": "12800.00", "discount": "1280.00", "tax": "2188.80", "total": "13708.80" }, { "description": "Delivery and setup", "quantity": "1", "unit_price": "150", "tax_rate": "19", "discount_percent": "0", "amount": "150.00", "discount": "0.00", "tax": "28.50", "total": "178.50" } ], "totals": { "subtotal": "12950.00", "subtotal_formatted": "€12,950.00", "discount": "1280.00", "discount_formatted": "€1,280.00", "tax": "2217.30", "tax_formatted": "€2,217.30", "total": "13887.30", "total_formatted": "€13,887.30", "credited": "0.00", "credited_formatted": "€0.00", "amount_paid": "0.00", "amount_paid_formatted": "€0.00", "balance": "13887.30", "balance_formatted": "€13,887.30", "taxes": [ { "rate": "19", "base": "11670.00", "amount": "2217.30", "amount_formatted": "€2,217.30" } ] }, "supply": null, "tax_exemption": null, "tax_note": null, "vat_exchange_rate": null, "national_vat": null, "e_invoice": null, "notes": "Thank you for your enquiry. The chairs can be delivered in week 49.", "payment_link": null, "payment_terms_days": 14, "ready_to_send": true, "business": { "name": "Hansen & Voss GmbH", "address": "Billbrookdeich 112\n22113 Hamburg\nGermany", "tax_id": "DE123456789", "email": "billing@hansenvoss.example", "phone": "+49 40 66969 100", "logo_file_id": "", "footer": "Please pay by bank transfer to Hansen & Voss GmbH\nIBAN DE89 3704 0044 0532 0130 00, BIC COBADEFFXXX", "tax_label": "VAT", "paper": "a4", "country": "DE", "legal_notes": "Hansen & Voss GmbH, Amtsgericht Hamburg HRB 123456\nManaging directors: Clara Hansen, Henrik Voss", "document_language": "" }, "pdf": null, "payments": [], "quote_id": "2d9c4e7b-1a3f-4c5d-8e6f-0b1a2c3d4e5f", "credit_notes": [], "viewed_at": null, "accepted_at": null, "declined_at": null, "paid_at": null, "voided_at": null, "void_reason": null, "last_emailed_at": null, "reminders_sent": 0, "history": [ { "at": "2026-10-14T08:00:00+00:00", "event": "created", "detail": "from quote Q-0001", "by": "key 4101 (Pip)" } ] }, "quote": { "invoice_id": "2d9c4e7b-1a3f-4c5d-8e6f-0b1a2c3d4e5f", "kind": "quote", "number": "Q-0001", "status": "accepted", "currency": "EUR", "issue_date": "2026-10-14", "valid_until": "2026-11-13", "expired": false, "customer": { "contact_id": null, "company_id": null, "name": "Hotel Elbblick GmbH", "email": "lukas.meyer@hotel-elbblick.example", "address": "Elbchaussee 120\n22763 Hamburg", "tax_id": "", "country": null }, "total": "13887.30", "total_formatted": "€13,887.30", "amount_paid": "0.00", "balance": "13887.30", "balance_formatted": "€13,887.30", "public_url": "https://cncto.co/i/h3U8b4fgINAoaax7ljMWMMeXnfDRRawW", "created_at": "2026-10-14T08:00:00+00:00", "sent_at": "2026-10-14T08:00:00+00:00" } } } ``` `result`: invoice: the new draft invoice; quote: the quote it came from, now accepted. ## Errors | Code | Status | When | Fix | |---|---|---|---| | `not_found` | 404 | No quote or invoice of the business has that invoice_id. | Find it with invoices_list and use its invoice_id. | | `not_a_quote` | 400 | The id is an invoice. | Pass a quote's invoice_id. | | `not_sent` | 409 | The quote is still a draft. | Send it with invoices_send first. | | `not_accepted` | 409 | The customer has not accepted the quote. | If they said yes another way, call again with mark_accepted: true. | | `quote_declined` | 409 | The customer declined the quote. | Create a new quote or invoice. | | `quote_void` | 409 | The quote is void. | Create a new quote or invoice. | | `already_converted` | 409 | The quote became an invoice already. | Use that invoice; the message names it. | The refusals every tool can give (401 key, 402 balance, 429 limits) are on the errors page: https://conecto.chat/docs/errors.md ## Related - [invoices_set_profile](https://conecto.chat/tools/invoices/invoices_set_profile.md): Sets the business details on quotes and invoices: name, country, address, tax ID, logo, terms, tax, numbering, how to pay and legal notes. $0.001 a call. - [invoices_get_profile](https://conecto.chat/tools/invoices/invoices_get_profile.md): The business details on quotes and invoices, the next numbers, and what is missing before documents can be sent. Free up to 1,000,000 reads a month. - [invoices_connect_stripe](https://conecto.chat/tools/invoices/invoices_connect_stripe.md): Connects the business's own Stripe account with a restricted key, so invoices can be paid online; the money goes straight to the business. $0.001 a call. - [invoices_create](https://conecto.chat/tools/invoices/invoices_create.md): Creates a draft quote or invoice: the customer, the lines, the currency and the dates. $0.01 a call. - [invoices_update](https://conecto.chat/tools/invoices/invoices_update.md): Changes a draft quote or invoice; customer and lines replace the old ones. $0.01 a call. - [invoices_send](https://conecto.chat/tools/invoices/invoices_send.md): Sends a draft: it gets the next number, its PDF is made, and the customer is emailed a link to view, pay or accept it. $0.10 a call. - [invoices_get](https://conecto.chat/tools/invoices/invoices_get.md): One quote or invoice in full, by invoice_id or number: lines, totals, taxes, payments, history, its page and a fresh PDF link. Free up to 1,000,000 reads a month. - [invoices_list](https://conecto.chat/tools/invoices/invoices_list.md): Quotes and invoices, newest first, by kind, status (also overdue, unpaid and expired), customer and issue date. Free up to 1,000,000 reads a month. - [invoices_record_payment](https://conecto.chat/tools/invoices/invoices_record_payment.md): Records money received against a sent invoice, or a refund; the invoice becomes partially paid or paid. $0.01 a call. - [invoices_record_prepayment](https://conecto.chat/tools/invoices/invoices_record_prepayment.md): Records a customer's deposit before there is an invoice, like Xero's prepayments; it waits as their credit, with its VAT owed at once. $0.01 a call. - [invoices_use_credit](https://conecto.chat/tools/invoices/invoices_use_credit.md): Puts a customer's credit on their invoice, like Xero's allocate credit, or pays it back to them. $0.01 a call. - [invoices_list_credits](https://conecto.chat/tools/invoices/invoices_list_credits.md): Lists customers' credits, deposits and overpayments, with what is left on each. Free up to 1,000,000 reads a month. - [invoices_remind](https://conecto.chat/tools/invoices/invoices_remind.md): Emails the customer a reminder about a sent invoice with a balance, at most once a day. $0.02 a call. - [invoices_remind_overdue](https://conecto.chat/tools/invoices/invoices_remind_overdue.md): Emails a reminder about every invoice at least some days overdue, the longest overdue first. $0.02 per reminder sent. - [invoices_set_expected_date](https://conecto.chat/tools/invoices/invoices_set_expected_date.md): Notes the day a customer says they will pay an invoice, so the cash flow forecast counts the money then, even when the invoice is overdue. Free. - [invoices_create_credit_note](https://conecto.chat/tools/invoices/invoices_create_credit_note.md): Corrects a sent invoice with a numbered credit note: all of it, some of its lines or an amount, emailed like an invoice. $0.10 a call. - [invoices_void](https://conecto.chat/tools/invoices/invoices_void.md): Voids a document: a sent one keeps its number but can no longer be paid or accepted; a draft is discarded. $0.01 a call. - [invoices_save_repeating](https://conecto.chat/tools/invoices/invoices_save_repeating.md): Makes an invoice again every so many weeks, months or years, drafted or sent on its day, with [Month] and [Year] filled in, like Xero's repeating invoices. $0.001 a call. - [invoices_list_repeating](https://conecto.chat/tools/invoices/invoices_list_repeating.md): Lists the repeating invoices: who each is for, how often, the next dates, and what each made. Free up to 1,000,000 reads a month. - [invoices_delete_repeating](https://conecto.chat/tools/invoices/invoices_delete_repeating.md): Stops a repeating invoice for good; the invoices it made stay. Free. - [invoices_statement](https://conecto.chat/tools/invoices/invoices_statement.md): Makes a customer statement, outstanding or activity, as a PDF, and emails it when asked, like Xero's statements. $0.05 a call. - [invoices_summary](https://conecto.chat/tools/invoices/invoices_summary.md): What customers owe, per currency: outstanding, overdue and paid this month, and the quotes still open. Free up to 1,000,000 reads a month. - [invoices_report](https://conecto.chat/tools/invoices/invoices_report.md): Aged receivables on any day, or sales per customer for a period with the credit notes taken off. Free up to 1,000,000 reads a month.