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.