From a quote to an invoice

Steps

1. From the Finance module, create a quote and pick the client.
2. Add the line items with quantities and prices, and check the total and tax.
3. Send it and follow its state: sent, under review, accepted.
4. When it is accepted, convert it into an invoice rather than typing it again — the lines carry over as they are.
5. Link the invoice to its project, so every project has its financial picture beside its tasks.

Worth knowing

• Check the lines before sending, not after acceptance. Changing a line after acceptance is a hard conversation.
• A quote unanswered for a week needs a follow-up, not patience. Chase it from the client record.

The module this belongs to: Explore Finance