Import from Quotation

You can easily import Quotation to Invoice and hence do not need to recreate the entire document.

1. On the left menu, choose Sales > Invoice. On the Invoice listing, choose the New button on the top right of the page, then choose Import from Quotation.

2. On the popup option, search for the Invoice by using the filtering option.

3. Choose the Select button of the Quotation record to import to Invoice.

4. Edit the imported data in Invoice form, and save the document normally.