1. Access to budgets
Navigate to the Budgets section: From the main menu, select “Budgets” to see the list of all generated budgets.
2. Select a budget
Search for the quote: Review the list and click on the specific quote you wish to convert to an invoice to select it.
Verify details: Make sure the information in the quote is correct and complete before proceeding with the conversion.
3. Convert a quote
Click on “Convert to Invoice”: After selecting the quote, click on the “Convert to Invoice” button located at the top or bottom of the list.
Confirm conversion:
A pop-up window will appear asking for confirmation. Confirm that you want to convert the quote to an invoice.
Review Invoice:
Once converted, review the new invoice to ensure that all information has been transferred correctly.
Remember💡: You cannot convert several quotes at once, you must do them one by one.