Sales

To list orders and convert sales orders to invoices (To Do List)

These steps allow you to display a list of all sales and purchase orders and to convert your sales orders to invoices.

The To Do List window - Orders view should be displayed.

1. Click the Orders tab to display a list of all your sales and purchase orders.



2. Click the zoom arrow to the left of the customer's name to view details about a specific sales order.



3. Click the Action column if you want to convert one or more of your sales orders to invoices.

Warning:  Conversion to invoices is automatic with no chance for review

4. Click the Record As Actual button.

Related topics

• Reviewing your sales activity