How to create a sales invoice from the quotation page?

Michaels · February 9, 2021, 12:55pm

The only way I see to create an invoice from quotation is to load the quotation date from the invoice form. But, is it possible to create an invoice from the page of the quotation?

The reason for asking is that I have many quotations and I don’t know which one is which from the invoice page. All I have is the quotation ID and amounts.

smino · February 9, 2021, 2:09pm

Would it be possible to create Sales Orders from the Quotations, then create invoices from the Sales Orders?

msalim79 · February 9, 2021, 2:10pm

When you fetch a quote from invoice you only see ID and Amounts?

Michaels · February 9, 2021, 2:12pm

yes, I see what’s on your screenshot. It would be easier if I could see more (e.g. Item / Description)