To convert a quote to an invoice using the Sales Register
Sales > Making sales > Changing, removing and reversing sales > To convert a quote to an invoice using the Sales Register
The Sales Register window should be displayed. (To find the Sales Register window)
- Select the Quotes tab.
- You can find quotes for one customer, select Customer in the Search By field, then enter the customer's name in the second field.
- Enter a date range in the Dated From field.
- A list of sales will appear. Highlight the quote you want to convert.
- Click the Change to Invoice button. An invoice will appear in the Sales window.
- Review the information in the Sales window. You can change or add information, if you wish.
- Click Record. The new invoice exists in MYOB BusinessBasics and the original quote remains in the Sales Register.
Related topics
Reviewing your sales activity