How to get items from Sales Quotation (For invoicing)
How to get items from Sales Quotation (For invoicing) Helps you get items from the quotation template to your estimates section for the invoicing purpose Alok Patel
- Click on the job whose invoice you want to create and go to “Estimates tab” (as shown in figure)
- Click on the “Edit” toggle button to add charges/items (as shown in figure)
- Go to “Get items from” and select “Sales Quotation” (as shown in figure)
Refer “How to create a “Sales Quotation” article for step-wise guidance
- Filter the quotation as per quotation name/customer/branch
- Select the charges which have to be added and click on “Add items from Quotation” (as shown in figure)
Note: A pop-up message would appear “Charge Items have been added”
- Click on the “Save” button.
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