Convert Sales Quotes and Orders
You can convert sales quotes
and orders into invoices.
You can also convert sales quotes into sales orders.
To convert a sales quote into
an order
- Create a new sales quote.
How?- In the Home window, click Customers & Sales on the navigation pane.
- In the Tasks pane, right-click the Sales Quotes icon and select Create Quote from the menu.
- In the Order
Number box, click
.
- Select the quote
you want to convert and click Select.
- Click the Convert button and select Convert Sales Quote to Sales Order.
- Make any required
changes to the order.
- (Optional) If the customer is paying the sales order by credit card and you have set up a merchant account, click the Process Credit Card button to get authorization for the payment.
- Click Process or Print & Process.
in
the toolbar.
in the toolbar.