How to
Turn an approved proposal into a customer invoice
Approved proposal scope becomes a sendable invoice in Billing without retyping its lines.
- 1
Open the APPROVED or ORDERED proposal and verify the customer and every line before conversion.
Shop · proposals → open the proposal
If this proposal also needs vendor purchase orders, generate and review those first. Conversion closes the proposal and prevents a later first-time PO generation from it.
- 2
Choose Convert to invoice. The app creates the invoice once and opens its detail page in Billing.
Shop
Conversion is an atomic one-time handoff, not evidence that a customer paid or that vendor goods were ordered or received.
- 3
In Billing, review the copied lines, customer, issue date, payment terms, tax, and delivery settings, then send the invoice.
Billing · invoices → the converted invoice
- 4
Track payment and collection from the invoice in Billing, while continuing purchasing and receiving in Shop from the POs already generated.
Billing