How to Issue Invoice Based on a Selected Quote

In the current version of BizXpert you can issue invoice based on quote by following the next steps.

1. Click on the My quotes menu which is available on the Dashboard and list of quotes will appear.
2. By selecting one item from the list (pulling the item up or down or right click) you will see in the menu Create invoice option.

Create Invoice
3. Click on the Create invoice menu and a confirmation will appear: Are you sure you want to create invoice from quote?

Confirmation Message
4. Click on the Yes button and invoice will be created and Invoice details screen will be opened.

Invoice based on quote