You can convert sales quotes and orders into invoices and delivery orders1 You need a service plan that includes delivery orders.. You can also convert sales quotes into sales orders.
To convert a sales order
into a sales invoice
- Create a new sales order. How?
- In the Home window, click Customers & Sales on the navigation pane.
- In the Tasks pane, right-click the Sales Order icon and select Create Order from the menu.
- In the Order/Quote
Number box, click
. - (Optional) In the Show section, select Orders and Quotes to display all available transactions.
- (Optional) If there are a lot of current transactions in the list, select a sort order in the View orders or quotes by list.
- Select the transaction you want to convert and click Select.
- Click the Convert button and select Convert Sales Order to Sales Invoice.
- Enter the number
of items you are selling in the Quantity
column. To fill all of the items on the order, click
in
the toolbar. - (Optional) If the customer is paying the sales invoice by credit card and you have set up a merchant account, click the Process Credit Card button to get authorization for the payment.
- Click either Process or Print & Process.
Note: If you are partially
filling the order and want to cancel the back order for any remaining
items, click 
in the toolbar.
Note: If the sales invoice has already been prepaid in full with a credit card, change the Payment Method box to a non-credit card payment method.
To convert a sales order
into a delivery order
- Create a new sales order. How?
- In the Home window, click Customers & Sales on the navigation pane.
- In the Tasks pane, right-click the Sales Order icon and select Create Order from the menu.
- In the Order/Quote
Number box, click .
- (Optional) In the Show section, select Orders and Quotes to display all available transactions.
- (Optional) If there are a lot of current transactions in the list, select a sort order in the View orders or quotes by list.
- Select the transaction you want to convert and click Select.
- Click the Convert button and select Convert Sales Order to Delivery Order.
- Enter the number
of items you are selling in the Quantity
column. To fill all of the items on the order, click in
the toolbar.
- (Optional) If the customer is paying the sales invoice by credit card and you have set up a merchant account, click the Process Credit Card button to get authorization for the payment.
- Click either Process or Print & Process.
Note: If you are partially
filling the order and want to cancel the back order for any remaining
items, click in the toolbar.
Note: If the sales invoice has already been prepaid in full with a credit card, change the Payment Method box to a non-credit card payment method.
To convert a sales quote
into a sales invoice
- 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/Quote
Number box, click .
- (Optional) In the Show section, select Orders and Quotes to display all available transactions.
- (Optional) If there are a lot of current transactions in the list, select a sort order in the View orders or quotes by list.
- Select the transaction you want to convert and click Select.
-
- Enter the number
of items you are selling in the Quantity
column. To fill all of the items on the order, click in
the toolbar.
Note: If you are partially filling the order and want to cancel the back order for any remaining items, click
in the toolbar. - (Optional) If the customer is paying the sales invoice 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.
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.