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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
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.
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- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
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- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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Britixo
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All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
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