Once a customer accepts a quotation, you can easily turn it into an invoice without needing to re-enter information like the date, customer details and amount.
To convert a quote into an invoice, please follow the simple steps below:
1. Go to Sales > Quotes, and then select List All Quotes from the drop-down options.
The stage buttons under the list allow you to manage the quotes more efficiently by updating their stages.
2. Use the Search form to find the quote that you want to convert. You can search by Quote ID, Customer, Stage, Quote Date, and etc.
3. After finding the quote, there are two ways to convert a quote into an invoice:
- 3.1. Using 1 Click Invoice
- 3.2. Via Edit Quote
Please choose one and follow its instructions below:
3.1. Using 1 Click Invoice
3.1.1. If you wish to perform 1-Click Invoice, please press the downward arrow icon in the row and then select 1 Click Invoice from the drop-down options.
3.2. Via Edit Quote
3.2.1 Press the pencil icon in the row to open the record in edit mode.
3.2.2. Then, press Convert to Invoice button located at the top of the quote.
You’ve successfully converted the quotation to an invoice, and now it appears on the List All Invoices page.
If you have any issues, please don't hesitate to contact our Support Team.