Convert proposal to invoice

Created by Emily A, Modified on Thu, 17 Apr at 9:19 PM by Emily A

Step-by-step guidance for converting a proposal into an invoice is provided below.


How to convert proposal to invoice? 


Step 1: Select client> specific client> proposal


Step 2: Send a proposal

    1. Click on "choose proposal" button


    2. Choose the proposal category and click on "proceed" button


3. Change the proposal as you want, click on "next" button. choose the change to default proposal option.


4. Click on "send " button and select Email to open the Compose Email page, then click Send Email to finalize.


Step 3: Confirmation from client 


1. As a client, open the inbox, click on the link, click on "sign and preview" button, if you agree with the proposal.


2. Upload/ draw the signature and click on " sign proposal".


3. Click on " accept proposal" button


Step 3: Convert proposal to invoice

1. After the acceptance of proposal by the client, Then convert to invoice button will be appear in the proposal.


2. Click on Convert to Invoice, and a confirmation popup saying "Are you sure you want to convert to an invoice?" will be displayed.

3. Invoice will be displayed, change as you need and click on "create" button


Invoice will be created and displayed in the ledger of money matters





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