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How to turn a Proposal into an Invoice

Your clients have approved your Proposal and you're ready to create an Invoice. Here's how!

Paxton Willard avatar
Written by Paxton Willard
Updated today

How to create a new invoice from a proposal

  1. From within the proposal click the three dots at the top right and then select "invoice."

  2. Choose an invoice from the dropdown or type in a new invoice number and click “Create:...”

  3. Click "Save"

  4. This will add everything that is on a proposal to an invoice.

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