Sales

To convert a quote to an invoice (Sales window)

The Sales window - Service layout should be displayed.

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


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


  3. Click the Change to Invoice button to convert to an invoice.


  4. Three new fields appear: Paid Today, Payment Method and Balance Due. Make any necessary changes to these fields and to any existing fields, if you wish.


  5. Change the transaction date to today's date.


  6. Click Record. The new invoice exists in MYOB FirstEdge and the original quote is located in the Sales Register.


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