Step 1: Go to Bills
Click on “More” from the navigation bar and select “Pro forma invoices”.
Step 2: Go to the menu
Select or search for the pro forma invoice you want to convert into a sales invoice.
Now, click on the menu button at the top right-hand corner of the screen.
Step 3: Convert to sale
A pop-up list appears at the bottom of the screen. Now, select the “Convert to sale” option from the list.
Step 4: Click on “Create”.
A form appears with the details of the products and customer. Here, review the details and click on the “Create” option present at the bottom of the screen.
Congratulations! You have successfully converted a pro forma invoice into a sales invoice. A pop up appears at the bottom of the screen informing the same.
