Changing the status of a sale

The status of the following sale types can be changed.

Sale type

Can be changed to…

Quote

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The status of an invoice cannot be changed.

If you want to change a quote or order to a purchase, see ‘Creating a purchase order from a sale’.

To change a quote to an order or invoice

1	Go to the Sales command center and click Sales Register. The Sales Register window appears.

2	Click the Quotes tab and select the quote you want to change.

▪	If you want to change the quote to an order, click Change to Order.

▪	If you want to change the quote to an invoice, click Change to Invoice.

The Sales window appears displaying the sale with an Order or Invoice status.

3	Make any changes you want to make in the window. For example, you may want to change the transaction date to today’s date.

4	Click Record. The new order or invoice is created.

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 changed to orders or invoices.

To change an order to an invoice

1	Go to the Sales command center and click Sales Register. The Sales Register window appears.

2	Click the Orders tab and select the order you want to change.

3	Click Change to Invoice. The Sales window appears displaying the sale with an Invoice status.

4	Make any changes you want to make. For example, you may want to change the transaction date to today’s date.

5	Click Record to record the invoice.

To change several orders to invoices

1	Click To Do List from any command center. The To Do List window appears.

2	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.

3	Select the orders you want to change to invoices by clicking in the select column ().

4	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.

5	Enter a transaction date and click OK.