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Generating an Invoice from a Quote

As part of the Finance module comes the ability to automatically generate an invoice from a quote item. This saves you time, as it will create the invoices item and line items with the same details as the Quote item and lines item.

Generating an Invoice from a Quote​

  1. Navigate to the Finance > Quotes

A screenshot depicting how the user can navigate to the "Quotes" table using the sidebar. In this example, the user has pressed the "Finance" folder, which has icon of a stack of cash. The user has then pressed the "Quotes" table button, which has an icon of a page with a grey circle in the lower-right corner.

  1. Open the quote you wish to create an Invoice from either by scrolling through the list or using the search bar.

A screenshot of the user selecting a quote on the Quotes table. The screenshot is annotated with two red boxes: the first red box indicates that the user has searched for quotes that contain the phrase "rapid". The data table is now displaying three items that contain "Rapid Platform" in the customer field. The second red box highlights that the user is accessing the first item row, titled: "QUOTE - 00000035".

  1. Click the Generate Invoice From Quote menu button located in the top right of the page.

A screenshot showing the "Generate Invoice from Quote" button in the Command Bar of a quote item page. The screenshot is annotated with a red box to highlight the location of the button. The button has an icon of a database table.

  1. A form will appear. Enter the Invoice Date and Due Date

  2. Press OK and wait for the green “Work Executed Successfully” notification to appear.

A screenshot of the "Generate Invoice From Quote" which now displays an icon of a sand timer. A small form has appeared in a dialogue box below the button with two fields: "Invoice Date" and "Due Date". There is also a navy button that reads "OK" in white text. The "Generate Invoice From Quote" button that has been pressed, and the "OK" button are annotated with red boxes to highlight their location.

  1. Click on the Invoices tab – Here you will find any invoices that are linked to the quote item

  2. Click on the title to access the newly created invoice item

A screenshot of the "Invoices" tab which has been selected. Additionally, the screenshot displays an "Invoice" item row that has been linked to the "Quote" item, and now appears in a data table under the "Invoices" tab on a "Quote" item. The tab and the invoice item are both annotated with red boxes to highlight their location and appearance.