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.