To convert a Quote to an Invoice, follow these steps:
- Go to the Sell tab on the sidebar menu and select the Quote you wish to convert to an Invoice.
- On the top right-hand corner, click the Invoice button.
- If you have not fulfilled the Quote fully, there will be a popup to confirming if you wish to convert the Quote to an Invoice. There are 2 options available:
- Convert Only: This converts the Quote into an Invoice without affecting its fulfillment status. You may update the Fulfillment status later.
- Convert (Auto-Receive): This converts the Quote into an Invoice and marks all remaining products to be delivered as fulfilled.
- This will move your Quote to the Invoices page.
- Alternatively, you may also convert the Quote to an Invoice by using the Quick Action on the Quotes overview page.