Changing a sale’s type
If you have saved a quote for a customer, you can convert it to an invoice. Note that you cannot convert an invoice to a quote. You can change a sale’s type from the Sales window or from the Sales Register window. To change a quote to an invoice
1 Go to the Sales command centre and click Sales Register. The Sales Register window appears.
2 Click the Quotes tab and select the required quote.
3 Click Change to Invoice. The Sales window appears.
4 Make any necessary changes to these and other fields. For example, change the transaction date to today’s date.
5 Click Record. The new invoice is created. The original quote will remain in the Sales Register window unless you indicated in the Sales view of the Preferences window that you want quotes to be deleted when they are changed to invoices.
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