How to convert one document to another in 1 click?

When you create a document on Refrens, you can create supplementary or related documents from the base document in just one click.

For example, you can convert a Quotation into an Invoice, or convert an invoice into a PO, and so on.

Here’s the detailed list of document conversion options:

Convert	Into
Quotations and Estimates	Invoice, Proforma Invoice, Sales Order, Purchase Order, Delivery Challan
Invoice	Debit Note, Credit Note, Purchase Order, Delivery Challan
Proforma Invoice	Credit Note, Debit Note, Invoice, Purchase Order, Delivery Challan
Sales Order	Invoice, Proforma Invoice, Delivery Challans
Purchase Order	Invoice, Proforma Invoice, Quotation
Delivery Challans	Invoice

Open the Quotation Preview page, click on “More Options” in the top right corner, and select “Convert to Invoice”:

Once you click on “Convert to Invoice,” the system will automatically generate an invoice using the quotation details:

That’s it! Your auto-generated invoice is ready to share. (In case you want to make any edits to the invoice, you can do so with the “Edit” option.)

You can use the same method for converting other documents as well.

In case you still have questions, reach out to us at care@refrens.com or contact us via live chat support for quicker assistance.

Updated on: 09/07/2025

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