Note that the quotations must be approved before initiating this action.
Steps:
- Log into system
- Locate and click on "Client Invoicing" module. Click on Quotation/Proforma Invoices link, this presents a list of all quotations created.
- Select the document you wish to convert should be approved. 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. This will be moved to the fee notes section.
