Convert a Quotation into Sales Invoice

Modified on Fri, 6 Mar, 2020 at 11:44 AM

After your customer has confirmed the quotation you sent, and you want to convert it directly without re-type into Sales Invoice

  1. Go to Quotation
  2. Find the quotation you want to convert, and click Edit
  3. Click the Convert to Sales Invoice button on top
  4. All the details has copied to a new Sales Invoice
  5. Check all the details and Save
  6. For Save and Email or Save and Print, click the dropdown arrow next to save button.

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