This is how I worked it out — I am not an expert just an end user but have gone through the steps that work for me — I do not provide expert support — ask sliced invoices for that help
How to create a QUOTE and TURN INTO AN INVOICE
1) Create Quote ( leave in Draft Status ) choose client and list items
2) Publish
3) Click Quotes button to go back to the Quotes dashboard
4) Click Send Quote tab along side your Quote to the right
5) Refresh your page == the Quote will now be in ‘SEND’ status automatically
6) Client get email and Accepts Quote
7) The Quote now goes into the INVOICE Area Automatically of the dashboard ( and is deleted from Quote Are of the dashboard )
8) Now Send the Invoice to the Client using the Send Email Button —
9) They receive an Email and click on the view Invoice link
10) If they pay by PayPal — the invoice will change to PAID status
11) If they pay manually you need to check your bank account in a few days or view their emailed to you bank payment remittance notice to turn the Invoice manually in the Invoice admin area into a PAID invoice
How that helps — I had to do it step by step and work in all out !
Joanne
