Quote accepted – now type it all again for the invoice?
Reels · 0:41
Quote accepted – now type it all again for the invoice?
With Invoice, one click turns the quote into a draft invoice. Your quote is done – and so is your invoice draft.
Read the transcript
Lena: Adjust the brakes. Adjust the brakes. Lena: Once as a quote. Once as an invoice. Quote accepted – now type it all again for the invoice? With Invoice, one click turns the quote into a draft invoice. Under “Documents”, click “Convert to invoice” on the quote – the invoice draft appears at the top. Lena: And I'll only repair you once too. Your quote is done – and so is your invoice draft.
