quotes

Is it possible to automatically convert the quotes accepted by my customers to invoices?

Yes, the quotes that your customers accept can be automatically converted to invoices. To convert:

  • Go to Settings in the top right corner of the page.
  • Select Quotes under Sales.
  • In the General tab, under the Automatically convert an accepted quote to invoice? section, select:
    • Yes. Create Invoice as Draft if you want to convert the quote to an invoice and save it in the draft state.
    • Yes. Create and Send if you want to convert the quote to an invoice and send it to the customer directly.
  • Click Save.

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