Make sure the Quotes tab is selected as shown below.


Select the quote from which you wish to create an invoice. Press the Convert 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 invoice if desired.


Press Close & Save to save the invoice.


Note: After saving the invoice, the Quotes tab updates to show that the quote has been converted to an invoice. When the quote is selected, the Details panel at the bottom shows the status Converted and the invoice number into which the quote has been converted.


See Also