1. Select “Income” from the the main navigation, then select “Quotes”.

2. In the quotes list, select the inline preview icon to the right hand side of the quote you would like to edit.

3. Scroll to the bottom of the quote preview and you will see the actionable options.  When the customer has accepted your quote, click “Create Invoice”.

NOTE: When creating an invoice from an accepted quote, you will be taken to the creation page of the invoice. From there you may save the invoice to finalize and send later, or post the invoice. If you save the invoice, the invoice will become pending.