Once a quote has been created, you can convert the quote into an invoice.

First, you need to go to the quote view screen and open the quote that will be converted into an invoice.

In the Invoice Details page, click on the “More Options” dropdown and then the “Convert to Invoice option.

Convert to Invoice Button highlighted (see above image)


The quote will be converted into an invoice and the newly created invoice will open in the Invoice Details screen with a message showing at the top of the page indicating that the quote was successfully converted.