Accepted Quotation to invoice?

Support
1

Is is possible to copy the whole Quotation to an invoice. My quotations can be extremely complex. I do not want to redo everything again.

In my offline invoice system I had a button --> process as invoice

2

Hi there,

I think yes, have a look at one of your quotations, once you are viewing the quotation there’s a button with ‘options’, click this button and then you will see the option ‘quote to invoice’. Besides that you could also choose to copy the quotation to use it to create a similar quotation. Very powerfull especially if you have more complex quotations :slight_smile:

Regards,
Eric

1 Like