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Can I turn the Proposal into an Invoice?
Can I turn the Proposal into an Invoice?

Once clients have approved their Proposals, turn the Proposal directly into an Invoice.

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Can I turn the Proposal into an Invoice?

Yes! Click the three vertical dots either on the Proposal page or within the Proposal itself.

Then click "Invoice."

It'll ask you to select an already created Invoice or to Create a new one.

To select an Invoice you've already create, click in the dropdown menu and select the Invoice you wish to add the items within the Proposal to. Then click "Save."

To create a new Invoice, click the dropdown menu, then click inside the empty text field to enter the Invoice number you wish to create.

Once you've entered the new Invoice number, click "Create: ..." then click "Save."

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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