How to Convert Accepted Proposals to Invoices or Projects In Britixo CRM?

Introduction:

Once a client accepts your proposal in Britixo, you can instantly convert it into a professional invoice or a new project. This streamlines your workflow by eliminating duplicate data entry and ensures seamless transition from sales to delivery.

Step-by-Step: Convert a Proposal

1. Open the Proposal

• Go to Sales > Proposals
  
  

• Filter by Accepted status or search by title
  
  

• Click on the proposal to open it
  
  

2. Choose a Conversion Option

In the top-right corner of the proposal, you'll see:

• Convert to Invoice
  
  

• Convert to Project
  
  

These buttons are only visible if the proposal has been Accepted.

Convert to Invoice

• Click Convert to Invoice
  
  

• Britixo opens a new invoice form with:
  
  

• Client details pre-filled
  
  

• Proposal content added as line items
  
  

• Terms, description, and taxes copied over
  
  

Review and edit the invoice if needed, then:

• Click Save
  
  

• Or Save & Send to deliver it to the client immediately
  
  

Convert to Project

• Click Convert to Project
  
  

• A new project form will open
  
  

• Britixo pulls in:
  
  

• Client details
  
  

• Proposal subject (used as project name)
  
  

• Any related notes
  
  

You can:

• Set start and end dates
  
  

• Assign staff members
  
  

• Add project description or milestones
  
  

Once ready, click Save to create the project.

View Conversion History

Converted proposals will show tags at the top:

• Converted to Invoice #XXXX
  
  

• Converted to Project #XXXX
  
  

Clicking these links will take you directly to the related invoice or project.

Can a Proposal Be Converted Twice?

Yes. You can:

• Convert once to Invoice
  
  

• Convert separately to Project
  
  

However, you cannot convert to multiple invoices or projects. Each proposal can only create one of each.

Tips:

• Edit your proposal templates to include all services for easier invoice conversion
  
  

• Use the Open Till date to keep proposals time-sensitive
  
  

• Use status filters in the proposal list to find accepted proposals quickly.