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Can I convert a bill to an invoice?
No. You cannot convert a bill to an invoice. However, you can convert a billable item of a bill into an invoice. Here’s how:
- Go to Purchases on the left sidebar.
- Click Bills in the Modules bar at the top and select Bills from the dropdown.
- Select the bill that you want to convert to an invoice.
- Click Edit at the top.
- Select a customer from the Customer Details column in the Item Table.
- Click Non-Billable below the customer and check Billable in the Billing Preferences pop-up.
- Select a Project Nam if required.
- Enter a mark up percentage if required.
- Click Update and save the bill.
- Click the More icon at the top and selct Create Invoice. You’ll be redirected to New Invoice page.
- The invoice details will be auto-populated. Preview the invoice and make the necessary changes, if any.
- Click Save.