In Teamleader One, you can easily convert an approved quotation into an invoice. This way, you don't have to enter data twice and you can invoice faster.
How does it work?
Once a quotation is finalised, follow these steps:
- Open the quotation. You will be given the choice to accept or refuse it. Choose Accept.
- After the quotation is accepted, a teal button Invoice will appear at the top right of your screen. Click on it.
- You will now have the option to decide exactly what you want to invoice:
- Advance invoice: Invoice part of the amount first.
- Full invoice: Invoice the total amount of the quotation in one go.
After your choice, the draft invoice will be prepared for you immediately. Check the details and you are ready to invoice!