To convert a quote to an order or invoice using the Sales Register
Sales > Making sales > Changing, deleting and reversing sales > To convert a quote to an order or invoice using the Sales Register
The Sales Register window should be displayed. (To find the Sales Register window - All Sales view)
- 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.
- You have two options:
- Click the Change to Order button if you want to convert the quote to an order. An order will appear in the Sales window.
- Click the Change to Invoice button if you want to convert to an invoice. 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 order or invoice exists in MYOB AccountEdge and the original quote remains in the Sales Register.
Related topics
Reviewing your sales activity
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