Wow! Your quote got accepted. With one click, convert it in invoice now.

Sometimes, there's a procedure that your business need to follow. Sending over a quote, getting it accepted and then sending over the invoice. It makes no sense if you have to create similar invoice from scratch. Gaurilla lets you convert your quotes to invoice in one click.

  1. Login into your Gaurilla account and set the workspace in which you wish to generate an invoice.

  2. As you land on the dashboard with all sort of options around you, click on the Slips button which you will find just below the dashboard icon (the red G).

    slip-navigation

  3. Filter the quote or proforma invoice and locate the slip you want to convert to invoice.

    slip-filter

  4. Click on More >> Convert to invoice in the bottom-right corner of the slip and the confirm your action by clicking on Yes.

    slip-clone

  5. An invoice will be created and the newly created invoice will open up. You can then click on Edit to make some changes (if any), or you're done!