If a customer goes ahead with a quote (if you use quotes as proformas and they pay) then you can easily convert a quote to an invoice. All line item sales type, amounts, VAT rates and descriptions will be copied over to the invoice. Invoices form part of your accounts whereas quotes/proformas do not. You can convert a quote by going to Quotes > Selecting the quote > Click the convert to invoice button. You’ll then be asked to confirm the details. Use the delete quote once the invoice has been created tickbox to delete this quote entirely after it is converted. When you’re ready, click the Convert to Invoice button. You’ll then be taken to the invoice.