![]() ![]() Check off all the line items you want to include on this invoice.Locate the sales order you wish to convert to an invoice and click on it.Thankfully Method lets you do just that with a simple wizard tool. Once you have created your sales order and confirmed the details with your customer, you will probably want to create an invoice based on the information in the sales order. Learn more about Method:CRM’s industry-leading QuickBooks integration? Turn a Sales Order into an Invoice in Method:CRM At the bottom of the estimate, click Create Invoice.Locate the Estimate you wish to convert and click on it.Turn an Estimate into an Invoice in Method:CRM You’ll have the chance to edit the email message to your customer and to preview the form one last time. ![]()
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