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)

  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. Click the Change to Invoice button. 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 invoice exists in MYOB BusinessBasics and the original quote remains in the Sales Register.
Related topics
Reviewing your sales activity