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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 by clicking the Gear icon in the top right corner.
- Select Quotes under Sales in the Module Settings page.
- In the General tab, under the Automate accepted quotes to invoices conversion section, select:
- Convert accepted quotes to draft invoices if you want to convert the quote to an invoice and save it in the draft state.
- Convert accepted quotes to invoices and email it to the customer if you want to convert the quote to an invoice and send it to the customer directly.
- Click Save.