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The following sale types can be changed:

Sale typeCan change to...
Quoteorder (Not Basics)
Order (Not Basics)invoice
InvoiceAn invoice cannot be changed.

You can change a sale’s type from the Sales window or from the Sales Register window.

 

To change a quote to an order or invoice

To change a quote to an order or invoice

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

  2. Click the Quotes tab and select the required quote.
  3. If you want to change the quote to: 
    1. an order (Not Basics), click Change to Order an invoice, 
    2. click Change to Invoice.
    The Sales window appears.
  4. Make any necessary changes to these and other fields. For example, change the transaction date to today’s date.

    Want to retain the invoice number? To retain the original invoice number when you change the sale type, select the Retain Original Invoice Number when... option (Setup > Preferences > Sales tab).

  5. Click Record. The new order or invoice is created. The original quote will remain in the Sales Register window unless you indicated in the Sales view of the Preferences window that you want quotes to be deleted when they are changed to orders or invoices.

If a quote doesn't become an order or invoice:

  • if you don't want to keep the quote you can delete it (open the quote then go to Edit > Delete Sale)
  • if you want to keep the quote you can add a note to the Memo field (open the quote, add a note to the Memo field then click OK).
To change an order to an invoice (Not Basics)

To change an order to an invoice (Not Basics)

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

  2. Click the Orders tab.
  3. Select the required order.
  4. Click Change to Invoice to change the order to an invoice.
  5. 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.

    Want to retain the invoice number? To retain the original invoice number when you change the sale type, select the Retain Original Invoice Number when... option (Setup > Preferences > Sales tab).

  6. Click Record. The new invoice is created and the original order is removed.
To change several orders to invoices (Not Basics)

To change several orders to invoices (Not Basics)

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

  2. Click the Sales 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 (   ) next to each order.
  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 company file.

    Want to retain the invoice number? To retain the original invoice number when you change the sale type, select the Retain Original Invoice Number when... option (Setup > Preferences > Sales tab).

  5. Enter a transaction date and click OK.