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A quotation’s information can be copied to a new invoice in the ERP module. For more information about invoices, see Invoices.
Step | Description |
1 | Select the quotation from the quotations list in the main Quotations page. |
2 | Click on the Copy To Invoice button on the top right of the page. |
3 | Users can edit quotation details in the new editable Invoice details page displayed. 💡For more information, see Creating an invoice. |
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