Convert Quotations to Invoices

After the client accepts the quotation, the system automatically marks it as Accepted. You must then convert the quotation into an invoice and, if they do not already exist, create the client.

To do this:

1.  Click Convert to Invoice which can be found both top and bottom of the page.
2. Select whether to generate one invoice or split the quotation into a deposit and down payment.
   1. To create one invoice, select Generate a single invoice for the entire amount and set a due date.
   2. To create two invoices, select Split into 2 invoices - a deposit and final downpayment. Then, enter the desired deposit percentage and due dates for each invoice.
3. Check Send Invoice Notification Email to send a notification email to the client. If you created two invoices, the system will send a notification email for both of them.
4. Click Submit.