Convert Quotes to Invoices

Convert Quotes to Invoice #

Step 1: Select the quote to convert to invoice #

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

Step 2: Save the newly converted quote to invoice #

1. 1. 1. After you have set all necessary data in newly created invoice, you can save it by using the button “Save Invoice” in the top right corner.
      2. The button “Save Invoice” 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.