Creating an invoice from a quote
Light Blue makes it easy to make invoices from quotes that you’ve sent to your customers.
- Go to the quote that you want to turn into an invoice.
- Click the “Create Sale” button.
- 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).
- 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.
- Click the “Create Invoice” button to generate an invoice number and send the invoice to your client.