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Note: This article focuses on the simplest common use case for generating an unprocessed invoice from an existing quotation.
To generate an unprocessed invoice from a quotation, navigate to the relevant quotation. Open it by double-clicking it in the list, or by selecting it and pressing Enter.
Note: Depending on your workflow, a quotation can be processed into a sales order, or it can be directly processed into an invoice. If a quotation is processed into a sales order, an invoice can be generated from the sales order.
Opening the quotation displays its General tab.
General Tab
Confirm that the information on the General tab is correct.
You can update some of the fields, if required. Once done, click the Quotation Details tab to continue.
Quotation Details Tab
The Quotation Details tab displays the inventory items and quantities originally added to the quotation.
Quotations can be either fully or partially processed when generating an invoice. To partially process a quotation, update the Qty To Process column to reflect the quantities the customer wants to include in the invoice.
Note: The ability to partially process a quotation depends on your system configuration.
To process the quotation in full, no changes to the item quantities are required.
Note: The quantities in the Qty To Process column cannot be more than the quotation quantities.
Once all item quantities have been updated or verified, click Generate Invoice on the toolbar.
A popup appears, asking you to confirm the action.
Click Yes to confirm the invoice generation. A confirmation popup appears, displaying the newly generated sequential invoice number.
Click OK to close the popup and return to the quotation. Click the Processed Tab to display the generated invoices for this quotation.
Processed Tab
The Processed tab displays the sales orders and invoices that have been generated from this quotation. By default, the Sales Orders tab is displayed. Click the Invoices tab to display the invoices generated from this quotation.
To open the invoice for viewing, double-click it in the list, or select it and press Enter.