Lesson Six - Creating an invoice from a quote

In the previous lesson, I demonstrated how you can create a quote using the New Quote button on the home screen. For this lesson we are going to do exactly the same but for an invoice.

Creating an invoice follows the same process as before, however if there is an existing quote for the customer Powered Now will give you the option to select it. If you do select an existing quote the full details will be transferred to the invoice.

You can of course edit the detail as before, but it’s a nice way to speed up creating invoices.

Go back to lesson five Creating your first document (quote) or forward to lesson seven, Introduction to projects.

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