To convert a quote into an order or invoice using the Sales window

If you haven’t already read the Sales Overview, see Changing, removing and reversing sales for more information.

The Sales window should be displayed.

  1. Enter the name of the customer whose quote you want to convert. A search list appears, displaying all of the customer’s quotes and orders.

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

  3. You have two options:

    • Click the Change to Order button if you want to convert the quote to an order.

    • Click the Change to Invoice button if you want 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 AccountEdge and the original quote is located in the Sales Register.

To convert a quote into an order or invoice from the Sales window