Quote to Invoice, but no order is created!!

[dswp]

I created a quote using the drop-downs to pull in the descriptions & pricing.

 

Then I used the "convert to invoice" button.

 

Now - I have an invoice, but it didn't create any orders for the items that I selected.

 

How do I add this (1 year month-by-month billing) order, without billing the client twice - AND making sure that the invoices keep generating every month like they do with a regular order?

 

thanks for any tips!

Cathy

[dswp]

Any thoughts on quote to invoice? Or do you manually 'accept' the quote, and create a new order for the same items?

[dswp]

Even if the answer is stupid-obvious, could someone be kind enough to explain?

 

Sincerely,

Simple-Minded-Me

[WHMCS John]

It is not possible to convert a quote to an order, you'd need to manually place the order instead.

[dswp]

John, If I create a quote, and change the status to 'accepted', will the invoice be created? And then if I create an order - won't that also create either 1) an invoice or 2) a FREE item?

 

How do I simply use the quote feature - and then the invoice and order features?

[WHMCS John]

That's correct. So you would place the order instead of accepting the quote.