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Convert Quotes to Invoice/Receipt

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  1. On the list of created quotes, find and select the quote you want to convert to an invoice or receipt.
  2. Click View from the dropdown
  3. Click the Actions button
  4. From the dropdown, select Convert to Invoice or Convert to Receipt

5. The quote is converted to an invoice/ receipt depending on your choice.

For Invoices, you can make adjustments to the details after conversion. To do that:

  1. Click on Edit Invoice at the top
  1. Update the invoice with the relevant information 
  2. Click Save changes or Save changes and send

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Convert Quotes to Invoice/Receipt

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