As an entrepreneur, you probably cannot do without quotations. With a quotation, you make a proposal to your (potential) customer.
Once your customer agrees, you want to convert the quotation into an invoice. With Informer, this is made very easy.
Invoice a quotation
To invoice a quotation, follow the steps below:
Go to Sales in the menu on the left;
Click Quotations;
Select the quotation you want to invoice;
Note: You can only invoice quotations with the status Accepted.
Click Select an action and choose Create invoice.
In the popup that opens, click Create invoice.
The quotation has now been converted into an invoice. You will be taken directly to the Invoices page, where you can view the new invoice.