Convert a Quotation to an Invoice
Turn an accepted quotation into an invoice without re-entering details.
Before you start
Confirm the client has accepted the quotation terms.
Open Quotations
Dashboard → Sales → Quotations
Navigate to the relevant workspace area.
Open the accepted quotation
Open the accepted quotation. Review the information shown before continuing to the next step.
Review items and totals
Review items and totals. Review the information shown before continuing to the next step.
Select Convert to Invoice
Select Convert to Invoice. Review the information shown before continuing to the next step.
Set invoice dates, preview and save
Set invoice dates, preview and save. Review the information shown before continuing to the next step.