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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.