How to convert a quotation to an invoice
After your customer accepted your quotation. Creating an invoice is the next step. Go365 makes it easy to convert a quotation to an invoice, so let's get started!
- Click Sales in the left navigation of your screen
- Click on Quotations.
- Find the quotation you want to convert, and click the dropdown arrow button to the right of that quotation. Select Convert to invoice from the drop-down menu.
- A message will appear asking: Convert this quotation to a draft invoice? Click Yes to proceed or No to cancel the operation.
- Your quotation is now a draft invoice that you can view, edit, and send to a customer.