Mobile app
Go to Documents and open the relevant document type (Estimates or Pro-forma invoices)
Tap the document you want to convert
Tap Convert to an invoice from the menu below
Review and adjust any details if needed
Tap Save - a new invoice with a new number is created
Website
Go to Documents and open the relevant document type (Estimates, Orders, or Pro-forma invoices)
Click the document to open the preview
Click the Create button in the upper right corner and select Create invoice
Adjust the date and details if needed
Click Save
Note: It is not possible to create an invoice from a Delivery note, as delivery notes do not contain prices or taxes. If you need both a delivery note and an invoice, create a Purchase order first and then generate both documents from it.
Tip: If the option to create an invoice is not visible, an invoice has already been created from that document. Check the document history to confirm.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.