How can I turn a quote into an invoice?
updated 8 months ago
1. Go to the Quotes page.
2. Choose the quote you want to turn into an invoice.
3. Click on the three dots icon on the right and then click on Turn into invoice.
4. Add the Date of Issue, tick the Payment Terms box and add a number of days you wish to receive the payment in.
5. Click on the blue Save button.
Success, you've turned your Quote into Invoice!