Convert Quotes to Invoice/Receipt
- On the list of created quotes, find and select the quote you want to convert to an invoice or receipt.
- Click View from the dropdown
- Click the Actions button
- 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:
- Click on Edit Invoice at the top
- Update the invoice with the relevant information
- Click Save changes or Save changes and send
