Creating an Invoice from a Proposal

When you create an Invoice from a Proposal, all the line items from the Proposal will be pulled into the new Invoice.

To Create an Invoice from a Proposal:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event Dashboard.
    • Use the Quick Launch tool to select the appropriate Event and the "Proposals" tool.
    • Click on "Proposals" in the main navigation bar.
  2. Find the Proposal you want to turn into an Invoice and click on the "Open" link.
  3. Click on the "Create Invoice" button.
  4. Once the Invoice is generated, you can add the client, due date, Tags, scheduled payments, etc., as well as edit/add/remove line items.
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