Convert a quote to a sales invoice

Convert a quote to a sales invoice

1) Head to the Sales section

2) Click on Quote located on the left hand side of the page.  You should then receive a pop up messing asking if you wish to convert the quote into a sales invoice. 

3) Click continue

4) Review the sales invoice, and press save

The quote has now been converted to a sales invoice. 
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If you haven't yet done so, you can set up your email configuration so that the emailed invoice comes from your email address rather than the default no-reply email address for LimeBooks. Check out our guide here on how to set this up.

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