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If you want to convert several orders simultaneously, see To simultaneously convert several orders to invoices.
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Click the Quotes tab and select the quote you want to convert.
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If you want to convert the quote to an order, click Change to Order.
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If you want to convert the quote to an invoice, click Change to Invoice.
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Click Record. The new order or invoice is created.
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The original quote will remain in the Sales Register window unless you have indicated in the Sales view of the Preferences window that you want quotes to be deleted once they are converted to orders or invoices.
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Click the Orders tab and select the order you want to convert.
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Click Record to record the invoice.
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Click the Orders tab to display a list of all your orders. If you want to view the details of a specific order, click the zoom arrow (
 ) to the left of the customer’s name. |
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Click Record as Actual. A window appears, requiring you to enter a date for the selected transactions. This is the date that the transactions will be recorded in your sales journal.
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