Quotation to Invoice directly

YannCoppryDigital · January 28, 2020, 9:59am

Is it possible to transform a QUOTATION into an INVOICE, without going through the SALES ORDER step ?

shraddha · January 28, 2020, 10:16am

Hi,
1.You first Create ‘Quotation’ and submit it.
2. Go to Sales invoice->Create New
3. You can see one button will appear ‘Get Items From’
4.Click on that-> Select ‘Quotation’ option
5.On Pop-up window ,you will get Quotation number
6.Select that and you can fetch that quotation on Sales invoice form.

crafter · January 28, 2020, 10:18am

Create a new invoice
Click the button “Get Items from”
Select Quotation
Ba-da-bing=ba-da-boom

Nahuel_Nso · January 28, 2020, 11:32am

Create a new Sales Invoice
Go to the button “Get Items from”
Click on Quotation
Select the desired Quotation
???
Profit

Mitali_Deshpande · January 30, 2020, 5:50am

@Nahuel_Nso After selecting the desired quotation, all the data will be fetched in the Invoice, you do not have to create Sales order in this process.