Create Sales Invoice from a Quotation

Step 1: From the Quotations manager, select the Quotation document that has an invoice status ‘Not Invoiced’ and click on the 3 dotted button.

Step 2: Select the option Create Sales Invoice.

Step 3: You will see the Sales Invoice window, the items will get added to the grid.

Step 4: Click on the Pay Now button to receive the amount.

Step 5: In the Pay Now window, you will see the Deposit amount populated. This will show only if you have received the Deposit amount in the Quotation. To receive the pending amount, select the payment mode and enter the remaining amount.

Step 6: Click on Save to create the Sales Invoice.

Step 7: You will now see the invoice status of the Quotation document will be changed to Invoiced.