Sales

To convert a quote to an order or invoice (Sales Register)

The Sales Register window - All Sales view should be displayed.

1. Select the Quotes tab.



2. To 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.

Related topics

• Changing, deleting and reversing sales
• Reviewing your sales activity