🎥 Invoices: creating one from a quote

Light Blue makes it easy to make invoices from quotes that you’ve sent to your customers.

  1. Go to the quote that you want to turn into an invoice.
  2. Click the “Create Sale” button.
  3. Select one of the options. You can create a sale for the full amount of the quote, or part of it (e.g. creating one invoice for the quote’s booking fee and a separate one later on for the balance).
  4. Light Blue will copy all of the details of the quote into a new sale. If anything has changed about this order since the quote was raised, you can still make changes before creating an invoice.
  5. Click the “Create Invoice” button to generate an invoice number and send the invoice to your client.
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