Navigation: Accounting —> Quotes —> More Actions —> Convert to Invoice
- Select the “Accounting” module from the left navigation menu and choose “Quotes.” Under “More Actions,” click “Convert to Invoice.”



- Verify the “Invoice details” section.

- The parts and services are prefilled from Proposals. Click “Save as Draft.”

- Confirm the dialog box message.

- The invoice is created successfully. Click “Send” to send the invoice email.


- The invoice is created successfully.

- The customer receives an email to approve the proposal.

- In case of offline payment, the payment is recorded by the admin.

- The invoice payment is successful.
