Learn how to send an invoice directly from existing sales quotes.
Content
Description
In Heeros PSA you can create a sales quote to send to your customers. Once the quote is won, you can quickly convert it to an invoice. This avoids the need to re-enter the details again.
Permissions: Sales Quotes, Invoicing
Versions: Free, Growth; Business, Enterprise, Enterprise+
How to convert a sales quote to an invoice
Before you convert a quote to an invoice, remember that the project should have the Invoice quote feature enabled in the project card.
- Navigate to Projects/ All | Pipeline | Won Deals | Internal projects > (Chosen project) > Sales > Quote
- Choose Options >Invoice
All information will move from quotation to invoice.
3. Edit the invoice if needed
4. Click Save as draft or Save(official invoice)
You can read more about invoicing from the invoicing articles.
Invoicing sales quote partly
Add chosen rows to invoice:
- Navigate to Projects/ All | Pipeline | Won Deals | Internal projects > (Chosen project) > Sales > Quote
- Choose rows you want to make invoice and click Create invoice
- Edit the invoice if needed
- Click Save as draft or Save(official invoice)
Invoiced rows are shown with blue mark. You can see the column from columns menu.