Generate Invoice from Quotation
Last updated
Last updated
· User can generate an invoice for a particular project’s quotation by clicking on the "Generate Invoice" from the Quotation.
· The system requests for user’s approval to generate an invoice before proceeding to the invoice generation process.
· Upon clicking “Yes”, user will be directed to the invoice generated for the quotation.
· The “Publish Invoice” page will be the new invoice with the list of products added to the quotation.
· The new unsaved invoice will be under “Publish Invoice”.
· Once the user begins to editing the invoice and click "Save", a message will pop up saying, “Invoice created successfully”.