Convert a quote to a sales invoice

This check creates a new draft sales invoice and immediately changes the source document. Review the customer first.

Check the customer

The Client card shows current name, VAT number, and address and compares them with the source snapshot. Invalid or incomplete information disables Convert to invoice; update the customer and reopen this page. A change warning means the invoice will use current customer information while the source keeps its snapshot.

The relation must be a customer, not a prospect. A default sales journal is also required.

Convert

Cancel returns without changes. Convert to invoice copies lines, pricing, discounts, VAT, comments, trade name, guest setting, and customer reference to a new draft invoice. Its date is today and its due date follows the customer's payment terms. Billnado opens the new invoice and changes the source to Invoiced; PDFs regenerate in the background.

Important: this creates a real separate document. Correct or delete the draft invoice separately if conversion was unintended.