How to I convert a quotation/ estimate to an invoice or delivery order?

You can create an invoice from a quote or any document from another existing document.

1. Create New Invoice from Quotation or Other document

– At the main screen , click the link “Add A New Invoice From Another Document”

– In the next form, search and select your source document that you want to use

– Ezy Invoice will create a new invoice with new invoice number and date and fill with the contents from your selectedsource document

2. New Document From Another Document (any combination)

– At the main screen, click on the [Documents] button on the main tool bar

– Change the document type that you want to create

– Click the [Add] button. From the pop up menu, select “Add new [document] from another document”

– In the next form, search and select your source document that you want to use

– Ezy Invoice will create a new document with number number and fill with the contents from your selected source document