Invoicing & Billing - Receipt

Import from Quotation

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

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

Import Quotation to Receipt

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

Select Quotation to import to Receipt

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

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

Next topic: Import from Invoice
Previous topic: Import from Sales Order


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