Turning a Quote into a Sale

To turn a quote into an invoice (sale),

1. Click the Quotes button in the Invoices group of the Sales tab. The invoice list displays below.

2. Select the quote to turn into a sale by clicking the arrow on the far left of the row.

3. Click Quote to Sale in the Sell group of the Sales tab. The confirmation dialog box displays.

4. Click Yes to confirm. The new invoice opens, with associated tutorial, containing the information from the quote.

5. Click Dismiss to close the tutorial. The customer invoice opens.

6. Make any edits or actions necessary to the new invoice.

7. Click Save. The invoice is saved to the software.