Convert Sales quote to Invoice?

1

Hi,
Just came across this website and am trying the desktop version to see if this is what I am looking for. a quick question is it possible to convert a Quotation for a customer to an Invoice once he decides ?

Also is the server edition has the same functionality like the desktop version if we intend to use it for multiple users?

Thanks
Clayton

2

When you view the sales quote after you create one, you can select the “Copy to” button and select "New Sales Invoice.

You cannot create users in Desktop version.

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3

Yes

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4

cheers but when you copy the quote will still be there, what i meant is to convert it without the need to delete the quote, in reality once a quote is accepted there is no longer the need for the same quote to be visible anymore as it is now an invoice.

thanks
clayton

5

Its for A future Reference. If you do not Need It, Then Just Simply Delete It after making Invoice of that.:slightly_smiling_face:

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