Convert Sale Order to Invoice in a workflow

Convert Sale Order to Invoice in a workflow

Hi,

We are looking to convert sales orders that are delivered to an invoice using a Workflow. When reading the docs, there's an option for the module to select a conversion action in the workflow rule creation.

https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/convert-records-using-workflow-rule

Unfortunately, when we search in our CRM that option is not available.



Any help would be appreciated.

Thanks