如何将Quotation转换为Sales Invoice?

Modified on Fri, 28 Aug, 2020 at 12:03 AM

当你的客户确认你发送的报价后,你想直接将其转换为销售发票,而不需要重新输入


1. 点击quotation

2. 寻找你要的quotation之后点击edit

3. 点击Convert to Sales Invoice 按钮

4. 所有的细节都抄送到新的sales invoice上了

5. 检查所有细节之后点击储存

6. 点击drop down 按钮之后你可以选择 save and email 或save and print


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