Quickly create an invoice from a sales quote or order in open status. Post conversion, the quote or order status is updated to Closed - Won.

Note: You need to have at least one quote or order already set up.

1.Log in and click the required business.

2. The Customers page appears. Click Sales > Quotes & Orders.

3. The Sales Quotes & Orders page appears. Click for the corresponding quote or order record and click Invoice.

4. The sales invoice page appears. Retain or update the quote or order details and click Save.