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Can be converted to…
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If you want to convert several orders simultaneously, see To simultaneously convert several orders to invoices.
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Click the Quotes tab and select the quote you want to convert.
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If you want to convert the quote to an invoice, click Change to Invoice.
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Make any changes you want to make in the window. For example, you may want to change the transaction date to today’s date.
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Click Record. The new order or invoice is created.
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The original quote will remain in the Sales Register window unless you have indicated in the Sales view of the Preferences window that you want quotes to be deleted once they are converted to orders or invoices.
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Click the Orders tab and select the order you want to convert.
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Make any changes you want to make. For example, you may want to change the transaction date to today’s date.
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Click Record to record the invoice.
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Click the Orders tab to display a list of all your orders. If you want to view the details of a specific order, click the zoom arrow (
 ) to the left of the customer’s name. |
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Select the orders you want to convert to invoices by clicking in the select column.
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Click Record as Actual. A window appears, requiring you to enter a date for the selected transactions. This is the date that the transactions will be recorded in your sales journal.
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