How to convert a proposal to an invoice

From the Dashboard screen, click the Proposal tab on the left sidebar

Click the proposal number for the proposal you'd like to convert to an invoice

>>> You will now see the Proposal screen

Scroll to the bottom of the screen and click Convert to Invoice

>>> You will now see the Invoice screen

Scroll to the bottom of the screen...

• To save the invoice and generate at a later date click Save
• To save and generate the invoice and send it from inside Inspect Point click Save and Send

If Save and Send is clicked, a pop-up screen will appear on the field

To adjust the body or footer of the email that will be sent, click on the Body and/or Footer box and add/remove any text

When done click Send and Close

>>>The proposal will be emailed to the designated contact (see below) and you will be redirected to the Invoice Listing screen