Accept quote and convert to invoice

Once the quote you've sent off has been approved, you will need to replicate this inside of Bizzly. You can do this using the controls under the 'Convert to Invoice' header.

Accepting a quote

This will put your quote in to an accepted state in which you can now click the 'Convert to invoice...' button under the same 'Convert to Invoice' header.

Converting a quote to invoice
This will now open the invoice creation screen with all of the quote details pre-filled. Follow this article to learn how to create an invoice and to continue the workflow.
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