How can I convert a quote into a draft invoice?

You can easily convert a quote into a draft invoice in Wafeq without re-entering any data, saving time and reducing errors.

Steps to convert a quote into a draft invoice:

1. From the main menu, go to "Sales".

2. Select "Quotes & Proformas".

3. Find the quote you wish to convert and click to open it.

4. At the top of the page, click the "Convert" button, then select "To Invoice".

5. A draft invoice will be created automatically using the same data.

6. You can review and edit the details if needed, then click "Save" to Save as Draft or "Save and send".

Note: The original quote will not be deleted after the conversion and can be accessed later.

For more details on converting quotes to invoices or delivery notes, refer to the guide:
Converting a Quote to an Invoice / Delivery Note.