How to convert Quotation to Proforma Invoice (New Vers.)

Modified on Tue, 4 Mar at 10:54 AM

1. Click on Sales and select Quotations

Click on Sales and select Quotations

2. Click on 3 dots

Click on 3 dots

3. Click on Duplicate

Click on Duplicate

4. Fill in the info here.

Fill in the info here

5. Click on 3 dots

Click on 3 dots

6. Click on Settings

Click on Settings

7. Click on Quotation

Click on Quotation

8. Select Proforma Invoice

Select Proforma Invoice

9. Click on Apply

Click on Apply

10. Click on Save

Click on Save