Convert Bills to Quote

Convert Bills to Quote #

Options 1 Single bill to quote #

Step 1: Select the bill to convert to Quote #

1. 1. 1. Go in the bills section from the side menu on the left of your dashboard.
      2. In the bills section, all created bills 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 bill to Quote #

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

Options 2 Multiple bills to quote #

Step 1: Select the bill to convert to Quote #

1. 1. 1. Go in the bills section from the side menu on the left of your dashboard.
      2. In the bills section, all created bills will be listed, find the invoices you wish to convert to Quote and select them using the checkbox on the left of bill.
      3. In the top right corner click on the button “Options” and select “Convert to Quote”

Step 2: Save the newly converted bill to Quote #

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

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

Or contact us with the contact form.