Can accepted quotes be automatically converted to invoices??

To automatically convert accepted estimates to invoices,

• Navigate to Settings > Preferences > Quotes
• Under the Automatically convert accepted Quote to Invoice,
  • Check Yes, Save as Draft - Convert to invoice and save it in draft state.
  • Check Yes, Save and Send - Convert to invoice and send it to the customer directly.
• Hit the Save button to save this action.

Was this document helpful?

Yes

No

Was this document helpful?

Enter your comments or feedback on this page

Enter your email address

By clicking Submit, you agree to our Privacy Policy .

Submit Cancel

Submit

Submit

Thank you for your feedback!