- Open your Quote, select the ... button at the top-right corner of the screen.
- Select Create Invoice from Quote.
You have five options to select from, to suit how the work measured up to your Quote:\
- Copy Entire Quote Amount - use this to invoice the entire quote - you will be able to edit it once sent
- Remaining Amount
- Percentage of Quote
- Fixed Amount
- Line Items in Quote
- Select whether you'd like to Group quote sections into a single line item or Group kits into a single line item.
- The invoice is created in draft. Edit or fill in details as needed and select Approve or Save.