Would like help setting up this Quotation to Invoicing conversion!

Hello.

I currently have a Quotation template, please see attached. (Filename: Quotation1)

My idea.
When required, I would like to open up my excel 'Quotations' workbook, enter in the details for the new quotation
(each quotation would be a new worksheet within the workbook). Simple, I can do that.
I would probably just have a macro set up that would auto open a new worksheet.

However, IF the quotation is accepted by the customer, I would like to have a command to "convert" the quotation into an invoice. (Preferably in a seperate workbook named 'Invoicing')

Would this be possible?

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Do you mean a separate workbook containing just the Invoice or to an existing Invoice collection workbook?

To copy the quote to it's own workbook

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To copy to an existing book of invoices, destination workbook must be open

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