Create an Invoice from a Quote

When you are ready to charge a customer against the goods or services supplied from a quote then you can create an invoice from that quote to save your time and effort in creating a new invoice. 

Create an Invoice for Supplied Items 

Creating an Invoice from a quote when you have supplied all the items in your quote. 

1. In the Account menu, select Sales. 

2. Scroll down to the Quote section. 

3. Select the Accepted status tab. 

4. Find and open the quote for which you want to create an invoice. 

5. Click on the Quote Options drop-down button and select Copy to Invoice option. 

6. Clicking on Ok will take you to the copied Invoice. 

7. Set the Due Date. 

8. Click on the Approve button, it will create a new invoice and status will be fully invoiced. 

Account for Unsupplied Items in your Quote 

Due to many reasons, It’s not always possible to supply all the items in your quote at once. In such a case, you only want to invoice the supplied items. 

1. In the Account menu, select Sales. 

2. Scroll down to the Quote section. 

3. Either Select the All or Accepted status tab. 

4. Find and open the quote for which you want to create an invoice. 

5. Click on the Quote Options drop-down button and select Copy to Invoice option. 

6. Clicking on Ok will take you to the copied Invoice. 

7. Set the Due Date. 

8. Either edit or delete the lines for items you haven’t supplied yet. You can also make other required changes as well. 

9. Click on the Approve button, it will create a new invoice and status will be partially invoiced.