Convert Invoices to Quote

Converting Invoice to Quote #

Step 1: Select the invoice you wish to convert to Quote #

1. 1. 1. Go in the invoices section from the side menu on the left of your dashboard.
      2. In the invoices section, all created invoices will be listed, find the invoice you wish to convert to Quote and preview it by clicking on it.
      3. In the top right corner click on the button “Actions” and select “Convert to Quote”

Step 2: Save the newly converted invoice to Quote #

1. 1. 1. After set your newly converted invoice to Quote as desired, you can save it by using the button “Save Invoice” in the top right corner.
      2. The button “Save Quote” provide you with 3 options to save invoice as “Draft” or “Save and send” it or “Save and mark it as sent“.

For more information you can open a new ticket at support.lambda-it.me.

Or contact us with the contact form.