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.

Convert quote to invoice

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