Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Invoice > Import From Quotation
Getting Started
Company Information
Add New Company
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Set System Data
Default Document Setting
Payment Terms
Inventory Category
Reference Code
Email Format
Setup Email Server
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Inventory Database
Add new Inventory
Update Inventory
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Add Inventory Photo
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Import Inventory
Export Inventory

Customer Database
Add new Customer
Update Customer
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Import Customer
Export Customer

Sales Person Database
Add new Sales Person
Update Sales Person
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Add Sales Person Signature
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Import Sales Person
Export Sales Person

Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template

Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template

Credit Note
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Set Password
Data Backup


Import From Quotation

You can convert a Quotation to Invoice easily by just importing the Quotation into Invoice. This save a lot of time to create the similar Invoice from fresh.

1. In Xin Invoice 3.0 program, click on "Invoice" tab on the top menu to open Invoice page.

2. Click on the "New" drop down menu, select "Import From Quotation".
Import Invoice From Quotation

3. On the popup Find Quotation page, choose the Quotation you want to import from.
Find Quotation

4. A new Invoice created and the Quotation information is populated into the Invoice. Click button "Save" on the top menu to save the Invoice.
Invoice Detail Information

Next : Click here to learn how to generate a Delivery Note >>
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