Sending a quote and turning it into an invoice

Steps

1. 1

   Prepare the quote

   On the Quotes/Proforma page press “New quote”. Choose the customer and enter the lines and the validity date.

2. 2

   Create a link

   On the quote page, under “Share link”, press “Create link”. A draft quote becomes “Sent” at that moment. The link is shown only when it is created, so copy it.

3. 3

   Send it to the customer

   Send the link by email or message. The customer sees the quote without logging in.

4. 4

   Wait for the answer

   The customer presses “I accept” or “Reject” and may write a note. You get a notification and the answer shows on the quote.

5. 5

   Convert to an invoice

   On an accepted quote press “Convert to invoice”. A sales invoice dated today is created, and stock and balance update with the invoice.