Select Quotes in the Document Type field, if not already
selected. The screen will change to reflect Quotes, Invoices and Debtors and the
list of all your Quotes will be displayed.
Select the applicable Quote for the Debtor and click on the
button. The Quote for the selected Debtor will be transferred to the
Quote to Convert to Invoice section of the screen.
Select the Date on which the Invoice was accepted using the Date Picker.
Click on the button.
The following confirmation screen will be displayed:
Click on the button to convert the Quote and to delete the Quote. If you click on the button, you may delete the Quote manually in the
Edit - Delete - Documents menu option at a later stage.
The Quote will be removed from the Quote to Convert to Invoice
list and will be ready to be edited in the Input - Documents - Invoices - Enter
Click on the button or press the key on your keyboard to close or exit
You may also search for a specific Quote number by entering an
Order number and to click on the button.
You may also search for a specific Debtor by clicking on the
button. The screen will change to list all the available Quotes for
the selected Debtor Accounts.
Select the Debtor Account and click on the button. The
screen will change to the normal screen and only the available Quotes for the
selected Debtor will be displayed.