11. How to make an invoice from a quotation or estimate?



Once you issue an Estimate or a Quotation, you can easily turn into an invoice by going to the Dashboard and then then following these steps:


1. Go to the Quotations tab, by clicking the "Quotations" link on the Dashboard, located under Reports.

2.Here you see a list with all issued documents of this type. As per the screenshot to the right, all you have to do is click on the icon in the corresponding "Action" menu - the icon with a "+".

3.The invoice editor will be opened with the quotation data preset.


Make any modifications you want and then all you have to do is click "Preview Invoice" and then "Save".





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