Can accepted quotes be automatically converted to invoices??
To automatically convert accepted quotes to invoices,
- Navigate to Settings -> Preferences -> Quotes
- In the General tab, under the Automatically convert accepted quote to invoice? section,
- Select the Yes. Create Invoice as Draft option to convert the quote to an invoice and save it in draft state.
- Select the Yes. Create and Send option to convert the quote to invoice and send it to the customer directly.
Was this document helpful?
Let us know where we can improve
Thank you for your feedback!