Converting Your Quotes - CS

In Clik Service, you can quickly convert your quote into an invoice, a job sheet or link it to a purchase order.

Raise your quote and select the 'Activity' tab, then, select the corresponding menu tab below it for what you need your quote to be converted to. For this example, we've chosen the 'Job sheets' tab.

When you select either the 'Job sheets' or the 'Invoices' tab, you need to select whether you will be adding to an existing job sheet or invoice, or linking to an existing job sheet or invoice.

When selecting the purchase orders tab, select 'New' and then choose 'Blank PO', which will allow you to add these details to a purchase order.

Save your work and then you’re done!