Income staff can now generate invoices straight from quotations that come from the Quotation window and fill up this information more easily for their processing and processing.

To do so, first we must have a quote in Quotation window. These documents have a Quote number that will be required for looking for this document :

Then, in Direct Billing window, you must click on context menu and select the Quote-to-Invoice option :

A pop-up window will open, here you must follow these steps :

Cirrus will automatically load the quotation details and assign the charges to the customer :

And if you process the charges and go to perform payments, you will be able to collect the charges and generate the invoice as usual, in a more simplified process for quotations :

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: January 29th, 2024.