Today we will walk through how to go directly from a quote to an invoice in Tradify mobile.
To get started:
- From the 'All Quotes' screen select an approved Quote > Then from the quote tap the '...' in the top right of the screen.
- From here tap 'Create invoice From Quote'
- This opens the menu for what type on invoice you want to use > pick one that suits your needs.
- Then this will bring up options to group items, etc...
- Now you have a complete invoice made from your quote just check over it and then save.
- your all done!
For more info on invoicing from quotes on web see here: Create an Invoice from a Quote