# How to convert a quotation to a sales invoice?

Convert Quotation to Invoice]



Raad ERP allows you to convert a quotation into a sales invoice in two ways.



Option 1: Convert from Sales Invoice Screen



Step 1: Open Sales Invoice

Go to: Sales > Sales Invoice > Create Invoice.



Step 2: Click Import



At the top of the page, click Import.





Select Sales Quotation.



Step 3: Select Quotation



Choose the required quotation from the list.

You can search using Quotation ID.

Selected quotation details will be auto-filled in the invoice.



Step 4: Verify and Adjust



Review all details.

Make changes if required.

Add additional charges if needed.



Step 5: Post Invoice



Click Post to confirm the invoice.







Option 2: Convert from Sales Quotation Screen



Step 1: Open Sales Quotation

Go to: Sales > Sales Quotation.

Step 2: Select Quotation



Select the required quotation from the list.


Step 3: Convert to Invoice



Click Convert to Invoice.





Invoice screen will open with quotation details auto-filled.



Step 4: Verify and Post



Make adjustments if required.

Click Post to confirm the invoice.


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