How to convert a document to another type (e.g., from Proforma to Invoice)
This procedure allows you to transform an existing document (such as a quote or a proforma) into a higher-level document, like an Invoice.
Procedure
1. Access the detail page of the order or document you want to convert.
2. In the section dedicated to document management, scroll until you find the label: Convert [Current Document Type] to.
3. Under this label, you will find buttons for the available document types for conversion (for example, Invoice).
4. Click on the button corresponding to the final document type you want to obtain (e.g., click on Invoice).
5. Wait for the procedure to complete. A notification will confirm that the "Document updated successfully." has been saved.
6. The page will refresh and the document will be converted to the new type.
