Before you start...
A Quote must be created before it can be converted to an Invoice. See Creating a Quote.
This article explains how to easily Convert Quotes to Invoices.
1. Go to Clients.
2. Then find the Client's Profile by Searching their details, and clicking their Name.
3. Select Accounts from the left-hand menu.
4. Select the Quotes Tab next to Invoices.
5. Click on the Quote number of the Quote you are Converting to an Invoice.
6. Click Convert to Invoice at the bottom of the Quote.
7. Click Yes to confirm you want to Convert the Quote to an Invoice.
8. You will be directed to the Accounts tab which will now list the new Invoice.
9. Re-opening the Quote will display the Invoice number at the top which can be clicked on to open the Invoice.
10. The status of the Quote will be shown as Invoiced in the Quotes tab and the Quote will now be locked from further Editing.