Similar to invoices, access all your quotations through Sales > Quotations.
The process for creating quotation is very similar to creating invoices. However, you can specify how long you want your quotation to be valid in the Valid Period field, system will keep track the expiration for you.
Convert Quotation to Invoice
You would want to convert your quotation to invoice, once your customer is agreed on the quotation, so you can start to bill your customer.
- Select your quotation from the list.
- 2. Click on the Create Invoice button at the bottom.
- You will be brought to the create invoice page, all quotation detail will be pre-filled.
- Click the Save Invoice.