Sales & Invoicing 3 min read
How to Create and Convert Quotations
Prepare price estimates for clients and convert approved quotations into active sales invoices with a single click.
Before You Start (Prerequisites)
- At least one customer created in your organization
Step-by-Step Instructions
1
Navigate to Quotations
Click "Sales" > "Quotations" in your sidebar.
2
Create Quotation
Click "+ New Quotation", select the customer, and specify the quotation expiry date.
3
Add Line Items & Taxes
Add products or services with unit rates, quantities, and applicable sales taxes.
4
Convert to Invoice
Once accepted by the client, click "Convert to Invoice" on the quotation detail page to generate a draft invoice instantly.