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Convert a quote into an invoice

Once the quote is signed, generate the invoice without re entering everything.

When a quote is signed electronically, you can turn it into an invoice in a few clicks, keeping lines, amounts, terms and client.

Procedure

  1. Open the signed quote from `/propal` or the client page.
  2. Click Convert to invoice.
  3. Check or adjust issue date, due date, and number (auto incremented with the invoice prefix).
  4. Confirm. The new invoice is created as a draft, ready to send.

Purchase order

Same mechanism from a client purchase order: open the PO then Convert to invoice. The link between documents is preserved for traceability.