TurboCASH Accounting Software TurboCASH United Kingdom
Select your Country
OPEN SOURCE ACCOUNTING SOFTWARE
HomeFeatures & ScreenshotsShop onlineCompareFAQForumRegisterContact
Community
Free Downloads
Shop
Other Titles

Using TurboCASH

 







DOCUMENT PROCESSING
CONFIRM AND CONVERT QUOTES TO INVOICES
  
Once the debtor or customer accepts the Quote, the Quote (created on the Input - Documents - Quotations menu option) then be confirmed and converted to an Invoice.

The debtor or customer may, when accepting the Quote, not accept all the items on the Quote or may even wish to add some more items on the Quote. In this case you may need to edit the Invoice on the Input - Documents - Invoices - Enter menu option before you post or update the Invoice to the Ledger. If you did not edit the Invoice (converted Quote), you will then need to process a Credit Note to correct the Invoice posted with the incorrect amounts and quantities.

To Confirm and Convert a Quote to an Invoice:
Click on the Input - Documents - Confirm menu option or press the and on your keyboard. The Confirm Quotes and Orders screen will be displayed.

 

Title bar - double-click to display the screen in full size or to return to the normal size. Minimise button - inactive. Restore button - click to display this screen in full screen size or to restore it to the previous size. Close button - click to close or exit this screen. All the available Quotes to be confirmed and converted to Invoices. Select the Quotes to copy to the Quotes to Convert to Invoice on the right-hand side of this screen. Vertical scroll bar - move up or down to view more entries on the available Quotes list. Selected Quotes will be added to the list. Horizontal scroll bar - move to the right or to the left to view more information. Enter a valid date or select a date using the Date picker. Click to add a selected Invoice to the Quotes to Convert to Invoice list. This button will only be activated if a Quote is selected from the Quotes to Convert section of this screen. Click to select a Debtor account or a range of Debtor accounts. Click to convert the selected Quotes to Invoices. This button will be activated when a Quote is selected. Click to close or exit this screen, Select to Convert Quotes to Invoices, if not already selected. Select to Convert Orders to Purchases.
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 menu option.
Click on the button or press the key on your keyboard to close or exit this screen.

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.

Title bar - double-click to display the screen in full size or to return to the normal size. Minimise button - inactive. Restore button - click to display this screen in full screen size or to restore it to the previous size. Close button - click to close or exit this screen. A list of Debtor accounts and names for the Quotes to be Converted to Invoices. Vertical scroll bar - move up or down to view and select a Debtor accounts on the list, if any. Select a valid Debtor account or a range of Debtor accounts from the list. Selected Quotes will be added to the list. Horizontal scroll bar - move to the right or to the left to view more information on the Invoices to Convert list. Enter a valid date or select a date using the Date picker. Click to select a Debtor account or a range of Debtor accounts. Click to save the selection for the Debtor accounts on the selected date. Click to cancel and close or exit the options screen. Click to convert the selected Quotes to Invoices. Click to close or exit this screen, Horizontal scroll bar - move to the right or to the left to view more information.

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.