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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 over 2 weeks ago

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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