Quotes and proformas invoices

Converting a quote to an invoice

After you've sent a quote to your customer, and when you're ready to invoice your customer, you can convert the quote to an invoice.

Step-by-step instructions

To convert a quote to an invoice:

  1. Go to the quote you want to convert to an invoice.
  2. Click Convert then choose To invoice.
َqoute to invoice

A new invoice will be created as a Draft with all the quote data copied over.