Invoice a Quote

How to create an Invoice for a Quote in Prestartr

To create an invoice from a quote in Prestartr, open the quote, whether it's stand-alone or part of a work order, and ensure it's in the Confirmed state. 


In the quote header, click Approve Invoice to generate a linked invoice. 


The invoice will appear in the Created Invoice section, where it can be edited, approved, or printed as needed.

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