Knowledgebase Sales and invoices How to Convert Quotation to Invoice

How to Convert Quotation to Invoice

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How to Convert Quotation to Invoice

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Ubong

Uploaded on 2024-08-09 10:04:26

To Generate an invoice from a quotation


Step 1: Go to "Quotations" on the left hand side menu on your dashboard



Step 2: Go to the quotation you wish to convert and click on the ID number


Step 3: Click "Convert to Invoice" the invoice would be automatically populated



Step 4: Input any additional information e.g. payment method, date and status then click "create" and the invoice would be created.