Step 1: Go to Bills.
Click on “Quotations” from the navigation bar.
Select or search for the quotation you want to convert into a pro forma invoice.
Step 2: Go to the menu.
Now, click on the menu button at the top right-hand corner of the screen.
Step 3: Convert to a pro forma invoice.
A pop-up list appears at the bottom of the screen. Now, select the “Convert to Pro forma" 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 quotation into a pro forma invoice and a pop-up appears at the bottom of the screen informing the same.
