How To Convert Sales Agreement To Sales Invoice

Now let see how sales agreement is converted to Invoice after generating the Sales Agreement.

Step 1 > Go to Agreement

Step 2 > Click on Sales Agreement.

Step 3 > Click Action tab in relevant Sales agreement.

Step 4 > Click on Convert to Invoice.

Step 5 > Moiboo will automatically fetch the customer’s details from the Sales Agreement.

Step 6 > Select executive name.

Step 7 > Select the Invoice Date.

Step 8 > The product details will be directly fetched from the Sales Agreement including quantity, units, price, and taxes. In case of any changes, you can amend the details.

 Step 9 > Click on Save