There is no need to unnecessarily enter the same data into a new invoice document. Within the Backstore, there is a simple option to create an invoice from the quote.
To quickly create an invoice, click on the menu in the upper right corner, and select the Create invoice option.
If the Product reservations at the quotes option within the settings application are active, the approved quote reserves the products at the warehouse.
Creating an invoice from the quote and approving it, removes the product reservation, and the stock at the warehouse is reduced. Once a new invoice has been created from the quote, it is no longer possible to make changes to the quote.
The new invoice will contain the data from the quote:
- Header data - partner, category, currency, VAT, organizational unit, payment method.
- Quote items - products, quantities, and prices. The price will remain intact as long as the quote date is within the due period. If the invoice is made after the due date, the price from the valid price list shall be applied.
If we want to leave the price valid even after the quote expires, we can adjust the specified option at the settings application.
At the bottom of the invoice, below the note, a link to the quote from which the document was created is displayed.