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Make sure the Quotes tab is selected as shown below.
Select the quote from which you wish to create an invoice. Press
the Invoice button.
A new invoice will be created
with the same details as the quote being copied but with a new
invoice number and the current date.
A form will be displayed
allowing the invoice details to be edited. The form should look
something like the following.
Edit the quote if desired.
Press Close & Save
to save the quote.
See Also
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