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Convert a Quotation to an Invoice

Once your customer accepts the quotation, you can convert it to an invoice. To create an invoice, follow the steps as mentioned below.

 

 

1. Go to Transactions and click Others.

 

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2. Click Quotations.

 

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3. Select and click the quote to be converted to invoice.

 

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4. Click Generate Invoice.

 

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5. As soon as you click Generate Invoice, an invoice is created and you will be prompted to send the invoice to your customer.

 

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Please note Once the invoice is created, a quotation can neither be edited or deleted.

 

 

 

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