7. How To Convert Quotation into Invoice

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Click on the “Create invoice” button. 

  • All the required information is automatically populated in the respective fields. You only need to review and verify the details for accuracy. 
  • If any changes are required, make the necessary edits and then click the Save button. 
  • After clicking Save, the system will redirect you to the invoice page, where the newly created invoice will appear with an Unpaid status. 
  • In this way, users can create invoices through quotations. For further explanation and payment methods for the invoice, go to section Invoice Analysis and follow the instructions. 

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7. How To Convert Quotation into Invoice

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