Convert to Invoice
Simplify your billing process in MindX Inventory by converting accepted quotes into invoices effortlessly. Follow these steps:
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Navigate to Sales in the left sidebar and select Quotes.
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Select the quote you want to convert.
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On the Details page, click the Convert to Invoice button .
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You’ll be redirected to the New Invoice page. Verify and fill in the following fields:
- Customer Name: Ensure it’s correct and update it if needed.
- Invoice#: Auto-generated, but you can edit it manually if required.
- Invoice Date: Set the appropriate creation date.
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Review and update other details as necessary, then click Save as Draft to keep it as a draft or Save and Send to send the invoice directly to the customer.
Info
Automatic Update: Once the invoice is generated, the corresponding quote status will automatically change to "Invoiced," facilitating easy tracking and record management.
After saving or sending the invoice, the quote will automatically be marked as Invoiced, ensuring a seamless tracking process.
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