FAQs in this section
How do I share a quote?
How do I print a quote?
How do I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How do I create a quote from a deal?
How do I add a new section in a quote?
How do I add a product or a service to a quote?
What does the Sync with Deal button do?
Can I sync multiple quotes to a single deal?
How do I generate a sales order from a quote?
How do I generate a purchase order (PO) from a quote?
How do I generate an invoice from a quote?
How do I generate a subscription from a quote?
How do I change the template of a quote?
What is Quantity in Stock?
What is Quantity in Demand?
What is Quantity Ordered?
Can I add multiple items in a purchase order or sales order from a quote?
What should I do if a custom font is not displaying in my quote?
Can I convert a quote into an invoice?
Table of Contents
No, you cannot convert a quote into an invoice but you can generate an invoice from a quote.
Follow these steps to generate an invoice from a quote-
Follow these steps to generate an invoice from a quote-
- Click the Main Menu.
- Go to Sales.
- Click Quotes.
- Select and open the quote from which you want to generate an invoice.
- Click the More icon in the top-right corner.
- Select Invoices.
- Click Yes to copy the data from the quote to the invoice. Creating Invoice window opens.
- Fill in all the mandatory fields.
- Click Save. A successful message appears with the invoice link.
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