How-To: Convert a Proposal to an Invoice

Created by Danita Leach, Modified on Thu, 1 May at 3:41 PM by Kenneth Abad

Converting a Proposal to an Invoice

This creates an invoice with the same information as your proposal so you don't have to enter it twice.

Step 1: Go to the proposal that you want to make an invoice for.

Step 2: Open the Context Menu and select 'Convert to Invoice'.

Step 3a: Click the confirmation at the bottom of the page to be brought to the invoice.

Step 3b: The invoice can also be found in the invoice list of the Work Order.

Step 4: Modify your invoice information as needed (ex: Invoice #, title, bill-to)

** Please note that the invoice # must be updated on the converted invoice prior to submitting. It will not pre-populate from the proposal as there is no proposal reference # present.

For more information on Invoices, click here!

For more information on Proposals, click here!

Permissions

Work Order Proposal

View	Give you visibility of the Client Proposal tab in a work order.
Convert To Invoice	Allows you to convert a client proposal to a client invoice.

Work Order Invoice

View	Gives you visibility of the Client Invoices section of a work order.
Add New	Allows you to create a new Client Invoice in a work order.

Project Proposal

View	Gives you visibility to the Client Proposals tab in Projects. Required for all of the other permissions in this section.
Convert To Invoice	Allows you to convert a Client Proposal to an Invoice.

Project Invoice

View	Gives you visibility to the Client Invoice section of Projects.
Add New	Allows you to create a new Project Client Invoice.