# Turning an opportunity into a quote or invoice

> One click creates the accounting document, creating the customer first if it does not exist.

Section: CRM · Canonical: https://intubu.intuitivecapital-dai.com/docs/opportunity-to-invoice

A won opportunity becomes an **estimate**, a **sales order** or an **invoice** without anyone re-typing it.

**What happens:**
1. If the account has no linked customer, one is created and linked — an AR document has to name a real customer.
2. A document is drafted with the opportunity's name and amount, against your income account.
3. The opportunity keeps a pointer to what it produced.

**That pointer is the point.** It is what lets campaign return read real revenue, and what lets the integrity check find won deals nobody has invoiced yet.

The document is created as a **draft**, so nothing posts until someone has looked at it.

**The other direction.** An opportunity can be raised for an A/R customer that has no CRM account yet — the account picker on the opportunity form lists *Customers without a CRM account yet*, and choosing one creates the CRM account and links it to the customer, so the 360° view and the pipeline agree on who the company is. Callers using the API may pass customer_id for the same effect.