How do I create a deposit or balance invoice from a quote?

Toolcie allows you to create invoices from a quote. Invoices can be for deposits, balances, or totals.

To do this, go to the page listing all quotes and estimates, then click on the contextual menu located on the right Contextual menu then click “Convert to invoice” Convert a quote to an invoice.

When converting a quote to a deposit or balance invoice, you must indicate the percentage of the total amount or the desired total amount tax included.

Convert a quote into a deposit, balance or total invoice

Link to this article: https://toolcie.com/en/support/k/how-do-i-create-deposit-or-balance-invoice-quote
Return to articles