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      How to Create an Invoice for a Customer Quote?

      Sequence > Left Navigation Bar > Sales > Quotes

      1. Follow the above-mentioned workflow to land on the Customer Budget grid.
      2. A quote you want to create an invoice for, click the three-dot icon.
      3. From the options revealed, click Create an Invoice. This opens the Create an invoice screen.
      4. Fill in the required details and click the Generate and Send button.