Home  >   FAQs   >  Can I convert a quote into an invoice?

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-
  1. Click the Main Menu.
  2. Go to Sales
  3. Click Quotes.
  4. Select and open the quote from which you want to generate an invoice.
  5. Click the More icon in the top-right corner.
  6. Select Invoices.
  7. Click Yes to copy the data from the quote to the invoice. Creating Invoice window opens.
  8. Fill in all the mandatory fields.
  9. Click Save. A successful message appears with the invoice link.
To know more about Quotes, click here.
Was this FAQ helpful?
1  out of  2  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.