Convert a quotation into a counter/direct invoice

After you add a quotation, you can add a counter/direct invoice immediately. The conditions are that the quotation is final and that the sales contact has accepted the quotation. Also, there must be enough stock. After all, for a counter/direct invoice, stock is deducted immediately.

You must authorise the action first.

To convert a quotation into a counter/direct invoice:

1. Go to: Order Management / Sales process / Sales quotation.
2. Add the quotation if you have not yet done so.
3. Select the quotation for which you want to make a counter/direct invoice.
4. Click on the action: Create counter/direct invoice.
5. Click on Yes in the message
6. Select the entry layout.
7. Click on: OK.

   Next, you see the new counter/direct invoice.

8. If applicable, change the data.
9. Click on: Finish.