Sales

To convert a quote to an 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. Click the Change to Invoice button 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 invoice exists in MYOB FirstEdge and the original quote remains in the Sales Register.


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