Review the accepted prices before creating the customer invoice.
1. Open the approved proposal
Go to Proposals → My Proposals. Open the intended approved proposal and confirm its customer and name.
2. Check for an existing invoice
Confirm the proposal is eligible for conversion and inspect any linked invoice first. Do not convert it again just to investigate a missing link.
3. Choose the invoice design
Select Convert to Invoice from the proposal’s available actions and choose the intended invoice template.
4. Review conversion totals
Read the conversion preview and compare the approved prices with the proposed invoice totals for each pricing table. Resolve any difference before confirming.
5. Create and inspect
Confirm conversion, then use Open Invoice when offered. Check the customer, number, dates, currency, lines, tax, and total. Save and preview before sending. Conversion is separate from payment.