Note that the quotations must be approved before initiating this action.
Steps:
- Log into StartAZ.io
- Locate and click on "Client Invoicing" module and select the "Tax Invoice, Credit Notes" drop down. Click on Quotation/Proforma Invoices from the presented options to access a list of all quotations raised.
- Select the document you wish to convert. Click on the Action drop down menu at the far right and select View option on the available options.
- Scroll down to the bottom page to access bulk action menu then select Convert to Fee Notes on the available options. Click on Go button to initiate the conversion action and the status changes to converted.
Note
The Bulk Action Menu also provides a range of additional features to manage your quotations/proforma effectively.
- Cancel: This action is used when you need to withdraw a quotation. It might be necessary if the customer has decided not to proceed.
- Duplicate: This action allows you to create an exact copy of an existing quotation. It is useful when you need to provide a similar quotation to another customer or for a different project with the same requirements.
- Mark as Doubtful: This action is used to flag a quotation that may not be reliable.
- Mark as Not Collectable: This action is taken when it is determined that the payment for a quotation is unlikely to be collected.
- Delete: This action permanently removes a quotation from the system. It is typically used when a quotation was created in error or is no longer necessary.