Converting Quotes to Invoices

Great news! Your quote was accepted by a lead. Now, it's time to send an invoice. All you have to do is go to the Contact, click on the Quote, then click "Convert" in the top right corner. Next, click Invoice.

At this point, your Quote becomes and Invoice and is ready to send to your customer for payment.

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• Quotes Module Overview

  Quotes are connected to contacts in your CRM.  Within a contact record, you can: Create a new quote. Edit a quote after negotiation. Send a quote via email. Export a quote to PDF. Delete a quote. When entering a new quote, you'll see Product Name on ...

• Invoices Module Overview

  Invoices are connected to contacts in your CRM.  Within a contact record, you can: Create a new invoice. Edit an invoice with change orders. Send an invoice via email. Export an invoice to PDF. Delete an invoice. When entering a new invoice, you'll ...

• Products Module Overview

  The Products Module is a list of products and services your business sells to customers. Products can be uploaded via spreadsheet or entered manually. Products are used to build Quotes and Invoices. Depending on the type of Quotes and Invoices you ...

• CRM Structure Overview

  Marketing Milk CRM is composed of Modules, Records, and Fields.  Modules are categories of similar data types, organized as tabs at the top of the screen. Examples of Modules are: Contacts Deals Activities Quotes Invoices Products Etc. Within ...