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:
- 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 or Switch Event tool to select the appropriate Event and the "Proposals" tool.
- Click on "Proposals" in the main navigation bar.