How do I convert a bill to an invoice?

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 from the left sidebar and click Bills.
  • Select the bill that you want to convert to an invoice.
  • Click the Edit icon in the top right corner of the page.
  • Select a customer from the Customer Details column in the item details table.
  • You can view if its a non billable item or a billable item under the customer name. Click the option to change it to billable.
  • Enter a markup percentage if required, and click Update.
  • Save the bill.
  • Click the More option in the top right corner of the details page for the previously edited bill.
  • Click Create Invoice.
  • The invoice details will be auto-populated. Preview the invoice and make the necessary changes, if any.
  • Click Save.
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