Approve a Quotation and Turn It into an Invoice

Approval confirms that a quotation has been reviewed and accepted. Creating the invoice then moves the approved financial information into billing while keeping it connected to the original maintenance job.

Review before approval

1. Open Quotations and use search to find the required quotation.
2. Confirm whether the quotation is from a contractor or is intended for a customer.
3. Review the customer, contractor, facility, asset, maintenance request, description, and scope.
4. Check every item, quantity, price, discount, tax amount, and final total.
5. Read related comments and confirm that any revised scope is represented in the quotation.

Approve and create the invoice

1. Select Approve and confirm the decision. The status changes from Pending to Approved.
2. Select Create Invoice.
3. Review the invoice mode suggested by the system and change it if the financial purpose is different.
4. Confirm the copied customer or contractor, dates, description, and bill information.
5. Save the invoice.

The quotation is marked as invoiced, and the new invoice remains linked to the maintenance request and approved quotation. This creates a traceable path from reported work through approval to payment.