Note that the quotations must be approved before initiating this action.
Steps:
- Log into the system using your credentials.
- From the main dashboard, locate and click on the “Client Invoicing & Receipts” module.
- Within the Client Invoicing section, click on “Fee Notes, Credit Notes,” then choose “Quotation/ Proforma Fee Notes” from the dropdown menu.
- Select the document you wish to convert. Click on the Action drop down menu at the far right and select View options 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.
The Bulk Action Menu located provides a range of additional features to manage your quotations/proforma effectively.
Cancel: is used to terminate or void a quotation that is no longer needed
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.