Manually Convert a Quote to an Invoice

If you need to manually convert a Quote to an Invoice, because your customer is unable to make payment online or because you received payment outside of Teesom, then you can do so from the hamburger menu as seen below:

Select the Pricing Tier (which will be locked upon conversion to an invoice), choose the Payment Method (card details required for integrated gateway payments), view and edit the Total Payment Amount, and add a Payment Reference.

For a more comprehensive article on converting a quote to an invoice, please see: https://help.teesom.com/manual/introduction-converting-to-an-invoice

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