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Dear Sir/Madam, how can I convert a quotation into an invoice without first having to cut and paste everything into an invoice? Kind regards,
Dear Sir/Madam, how can I convert a quotation into an invoice without first having to cut and paste everything into an invoice? Kind regards,
Normally, you can just click on the three dots under 'actions' and select 'generate invoice' or 'create invoice'. Confirm everything and you're done. But you don't have to create a whole new invoice.
You really should try it out for yourself. Even if you don’t have a company number yet, you can already go ahead.