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Convert a Quotation to an Invoice

Once the sent quotation is approved/ accepted, 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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