To convert a quote to an order or invoice using the Sales Register

If you haven't already read the Sales Overview, see Changing, removing and reversing sales for more information.

The Sales Register window should be displayed.

  1. Select the Quotes tab.

  2. You can find quotes for one customer, select Customer in the Search By field, then enter the customer's name in the second field.

  3. Enter a date range in the Dated From field.

  4. A list of sales will appear. Highlight the quote you want to convert.

  5. You have two options:

    • Click the Change to Order button if you want to convert the quote to an order. An order will appear in the Sales window.

    • Click the Change to Invoice button if you want to convert to an invoice. An invoice will appear in the Sales window.

  6. Review the information in the Sales window. You can change or add information, if you wish.

  7. Click Record. The new order or invoice exists in MYOB AccountEdge and the original quote remains in the Sales Register.

To convert a quote into an order or invoice using the Sales Register