How Convert Quotation or a Proforma invoice into an Invoice in Sleek Bill

Welcome to the Sleek Bill Knowledge Hub! 

In this guide, you'll learn how to convert a Quotation or Proforma Invoice into a GST Invoice in just a few simple steps using Sleek Bill. Instead of creating a new invoice from scratch, you can quickly convert your approved quotation or proforma invoice, saving time and reducing errors.

The first step to close sale is preparing a quotation or proforma invoice.  After gaining customer approval, you do not need to create an invoice again. With Sleek Bill, you can quickly convert Quotation /pro forma invoice into GST Invoice.

Why do you want to make a Quotation/ Proforma into an Invoice?

Converting an existing quotation or proforma invoice will save you time and reduce repetitive tasks. It will also enable you to:

•  Do not duplicate the same information again.
• Minimize typing errors.
• Customer and product data should be maintained.
• Speed up invoice generation by allowing invoices to be produced shortly after customers approve them.
  
• Document and keep accurate records of each sale.

 

Step 2: Enter your User ID and Password, then click Sign In.

Step 4: Create a new quotation/proforma  by click on new button or Open the saved quotation or proforma invoice.

Step 5: Choose your customer, create your products, and check the details such as due date, shipping address, terms, taxes and other information.

Step 6: Click Preview & Save.

Step 7: Click Convert to button on top and select invoice.

Step 8: Check the invoice information and download or share it. 

Your GST invoice is now ready for printing or for sending to your customer in a PDF format.