Can I convert a quote into an invoice?
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:
- Click the Menu icon.
- Go to Sales.
- Click Quotes.
- Select and open the quote from which you want to generate an invoice.
- Click the +New button located in the top section of the quote.
- Select Add or Create.
- Select Invoices.
- Add/change the necessary details in the invoice.
- Click Save.
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