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Sales
To convert a quote to an order or invoice (Sales window)
The Sales window - Service layout should be displayed.
- Enter the name of the customer whose quote you want to convert. A search list displays all of that customer's quotes and orders.
- Select the quote you want to convert and click Use Selected Sale. The transaction appears in the Sales window.
- 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.
- 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.
- Change the transaction date to today's date.
- Click Record. The new invoice exists in MYOB AccountEdge and the original quote is located in the Sales Register.
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