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 | InvoiceProforma InvoiceSales Order Purchase OrderDelivery Challan |
Invoices | Debit Note Credit Note Purchase Order Delivery Challan |
Proforma Invoices | Credit Note Debit Note Invoices Purchase Order Delivery Challan |
Sales Order | Invoices Proforma Invoices Delivery Challans |
Purchase Order | Invoice Proforma Invoice Quotation |
Delivery Challans | Invoices |

Example: Convert a Quotation to an 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: 09/06/2025