Conversion of Quote to Invoice

[david.strejc]

There is way to create Invoice from Quote (data are filled within user interface after there is selected Quote to create Invoice from).

We need to "convert" Quote -> Invoice by either workflow, BPM, API - programatically.

Is there any simple way how to do that?

Many thanks.

[Vadym]

Hi david.strejc

To implement this functionality, create a Workflow rule with the Quote target entity and After Record Created trigger.
Add Create Related Record action. Select the Link (Invoices). Add needed fields (e.g., Add field -> Amount -> Field -> Amount (Target Entity(Quote))).

[david.strejc]

Many thanks for solution.