• SMETechSG

How to Convert a Sales Quotation to Invoice

User can convert a quotation to an invoice from the Sales Register window. 1. Go to Sales Register

2. Click the Quote tab. Find the order using the search filters at the top of the window, and highlight it.

3. Click Change to Invoice (in the Sales Register window) to convert the quotation to an invoice. 4. Review and update the information in the Sales window as necessary. For example, you might want to change the transaction date to today’s date. 5. Click Record. The new invoice is created and the original order is removed.

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