Once a quote is accepted, you can convert it to an invoice in just a few steps.
To create the invoice:
Navigate to the Accepted tab in the Quotes section
Find the relevant quote.
Click the three dots.
Select Create Invoice.
The invoice will be generated automatically. All quote details will carry across, and the quote number will become the invoice reference.
Before sending, review the invoice and make any edits you need. You can update line items, amounts, or other details as required.
No retyping. No double handling. Just move from quote to invoice and send it off.
