Converting a Proposal into an Invoice

Overview
Once a lead accepts your proposal, seamlessly turn it into an invoice to begin the billing process.

Steps

1. In Finance → Proposal, locate the accepted proposal.

2. Click Action → Create Invoice.

3. Review the auto-populated invoice draft: items, amounts, and client details.

4. Adjust any settings (due date, template, payment methods).

5. Click Save or Send Invoice.

Tips

• Ensure your Invoice Settings (under Finance Settings) are configured before conversion.

• Attach additional documents on the invoice if needed.

Troubleshooting / FAQs

• Q: “Create Invoice” is grayed out.

  • A: Only proposals with status Accepted can be converted.