Steps to convert an estimate/quotation to invoice
Step 1: To create invoice against an existing estimate, click on the action icon as shown in the screenshot below.
Step 2: The action will display a pop-up, to confirm if you would like to go-ahead and create invoice against the estimate, just click on ‘yes’ button.
Step 3: That’s it! Your invoice is ready. You can now choose from the available styles. These styles present the same invoice in a few different ways. You can choose the style, you like the most.
Step 4: Down, below the invoice, you will see quite a few options like PDF, you can click on it to generate the PDF version on the invoice, which can be printed. The other options include edit, email etc., you may explore all of them.
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Step 2: The action will display a pop-up, to confirm if you would like to go-ahead and create invoice against the estimate, just click on ‘yes’ button.
Step 3: That’s it! Your invoice is ready. You can now choose from the available styles. These styles present the same invoice in a few different ways. You can choose the style, you like the most.
Step 4: Down, below the invoice, you will see quite a few options like PDF, you can click on it to generate the PDF version on the invoice, which can be printed. The other options include edit, email etc., you may explore all of them.
Go back to the list of all tutorials