How do I convert a Quote to an Invoice? : Formitize Help Desk

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How do I convert a Quote to an Invoice? Print

Modified on: Wed, 13 Nov, 2024 at 10:52 AM

A quote can be converted to an invoice in both the Web Portal and the App.

In the Web Portal, go to Accounts > Quotes > select the Edit pen for the Quote > scroll to the bottom and select Convert To Invoice > Save.

In the App, go to Accounts > Quotes > swipe left on the Quote > select Convert to Invoice.

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How do I convert a Quote to an Invoice? Print

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