Please follow the below steps:


  1. Log into the system
  2. Go to Client Invoicing module under Fee Notes/Credit Notes section
  3. Click on the Quotation/Proforma Fee Notes link
  4. Go to the list of the Quotation/Proforma fee notes you wish to convert to fee note
  5. On the "Action" button of a particular proforma, select and click on the "View" option.
  6. On the bulk action, select "Convert to Fee note" and click on "Go" to convert.

NB: For a proforma fee note to be converted, it must be approved first

       Once a proforma fee note is converted, it goes to the list of fee notes where it will be  in a pending state until approved for further actions.