How to Create an Invoice for a Customer Quote?

Left menu > Sales > Quotes

1. Click on the Sales section in the left-hand side menu.

2. Among the options that appear, select Quotes.

3. For a quotation for which you want to create an invoice, click on the three-dot icon.

4. From the options that appear, click on Create Invoice. This will open the Create Invoice screen. This option will only be available if the quotation has been validated.

5. Check the data entered in the quotation and click the Generate and Send button.

6. A secondary window will open with the email template that will be sent to the client. Fill in the "Send to" field if the client's email address has not been provided.

7. eview the content of the email, if needed, then click on Confirm.