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Quote to Invoice, but no order is created!!


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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!


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  • 3 weeks later...

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?

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