Overview

You can create an Invoice from a Quote.

1. Go to the Project under which the Quote exists
2. Click on the Duplicate Icon in the Page Actions
3. This will immediately copy all the Quote details, including the title, groups and line items into a brand new Invoice
4. The Invoice will be in a Draft state
5. Update any details in the Invoice if required, such as title or line items etc
6. Once done, you will need to Finalise the Invoice