FINSYNC saves you time by letting you convert quotes (for sales or service) to invoices in a few easy steps. This article shows you how to convert a quote directly to an invoice and send to a customer.
These next steps can be completed after you have created and sent a quote to your customer and have obtained your customer's approval for the quote. You can now convert the quote directly to an invoice using the following steps:
1. Within the FINSYNC Business Platform, click Payments from the menu.
2. Select Quotes from the left menu.
3. You will now see a list of your existing quotes. Locate the quote you would like to convert to an invoice.
Note: You can use the search box to fins a specific customer, quote number or amount.
Hover over the Ellipses (3 vertical dots) on the far right of the row. Select the Convert to Invoice option. The quote will convert to an invoice to review.
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4. Review your newly created invoice. You can use the Options menu on the top right of the screen to Send the invoice as-is, Edit the invoice or other options.
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Related Articles:
How to Create and Send a Quote
Adding Your Company Logo to Invoices