Converting Estimate To Invoice

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• Converting proposal to estimate/invoice

  To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also ...

• Converting proposal to estimate/invoice

  To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also ...

• Converting Billable Expense to Invoice

  You can convert expense to invoice on if the expense is billable. After you create the billable expense you will be able to see the Convert to Invoice button or you can just convert it and save as Draft. Click and the invoice with all the ...

• Create Estimate

  To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client – Before selecting a client you must have added clients Customers->New Customer. When ...

• Recurring Invoice

  Settings Navigate to Settings Menu -> Settings -> Cron Job Create a new invoice from the main recurring invoice only if the main invoice is with status paid? If this field is set to No the recurring invoice is not with status paid the new invoice ...