Convert Proposals to Invoices or Projects in Britixo?

📘 Introduction:

Once a client accepts a proposal in Britixo, you can instantly convert it into an invoice or a project. This helps you maintain continuity in your workflow and avoids manual re-entry of agreed terms or pricing.

🔁 Step-by-Step: Convert a Proposal

📄 1. Open the Accepted Proposal

• Navigate to Sales > Proposals
  
  

• Find the proposal with the Accepted status
  
  

• Click the View icon to open it
  
  

🔄 2. Use the Convert Button

At the top right of the proposal view, you’ll see:

• Convert to Invoice
  
  

• Convert to Project
  
  

Click the appropriate option based on your process.

📜 Converting to Invoice

When you select Convert to Invoice:

• A new invoice form opens, pre-filled with:
  
  

• Client information
  
  

• Proposal line items
  
  

• Taxes and discounts
  
  

• Notes and terms (if applicable)
  
  

You can:

• Adjust any of the fields
  
  

• Set due dates and payment terms
  
  

• Add attachments or custom fields
  
  

Once done, click Save Invoice.
The proposal will now show a link to the created invoice.

🗂️ Converting to Project

When you select Convert to Project:

• A new project setup screen appears with:
  
  

• Project name (copied from proposal)
  
  

• Customer details
  
  

• Budget and related notes
  
  

You can:

• Assign staff members
  
  

• Set start and deadline dates
  
  

• Add milestones, tags, or custom fields
  
  

Click Save Project to finalise.
The proposal now links to the created project.

🔗 Viewing Linked Records

On the proposal view page, a tab or link will appear:

• Linked Invoice or Linked Project
  
  

• You can click through to view or edit the associated record
  
  

✅ Tips:

• Only Accepted proposals can be converted
  
  

• Use conversion to auto-transfer pricing, taxes, and terms
  
  

• You can still edit invoices or projects after conversion.