Sales

To convert an order to an invoice (Sales window)

The Sales window should be displayed.

  1. Enter the name of the customer whose order you want to convert. A search list displays all of the customer's quotes and orders.


  2. Select the order you want to convert and click Use Selected Sale. The transaction appears in the Sales window.


  3. Click the Change to Invoice button.


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


  5. Click Record. The new invoice exists in MYOB AccountEdge and the original order is deleted.


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