You can now quickly create an invoice from a Sales Quote or Order in open status. Post conversion, the Quote or Order status is updated to Closed - Won.

Note: You need to have at least one quote or order already set up

1. Log in and click the required business.
2. The Customers page appears. Click Sales > Quotes & Orders.
3. Click the dropdown icon for the corresponding quote or order record and click Invoice on the Sales Quotes & Orders page.
4. The sales invoice page appears. Retain or update the quote or order details and click Save on the Sales Invoice page.