Quotes and proformas invoices
Converting a quote to an invoice
After you've sent a quote to your customer, and when you're ready to invoice your customer, you can convert the quote to an invoice.
Watch the video for detailed steps:
Step-by-step instructions
To convert a quote to an invoice:
1. Go to the quote you want to convert to an invoice.
2. Click `Convert` then choose `To invoice`.
A new invoice will be created as a `Draft` with all the quote data copied over.