Add, Delete and Change a Quote to a invoice

To Add a quotation follow these instructions:

• Click on  Debtors  toolbar icon
• If there is Not  a  Quotes/Templates  tab available:
  
  • Click on the  Setup  tab.
  • Tick the  Use Quotations/Templates   box.
  • Click on the  Close   button.

• Click on  Debtors  toolbar icon.
• Click on the  Quotes/Templates  tab.
• Click on the  Add  button (or Edit to change an existing (highlighted) quote).
• Enter the  Customer   name (or select from drop down list).
• Enter  Date ,  Terms ,  Due Date   (if different from default),  Form   (i.e. QUOTATION),  Ref. (reference number),  etc.
• In  Invoice Details  section, enter quote details - description of item, account/enterprise, quantity, price/total.
• You can enter as many lines as required. Lines may contain description information only. eg. for a long description on a service type quote (or use the  Additional Invoice Information  field).
• You can optionally use the  Comment to Print:  field to enter a customer message that will print on the quote.
• Click the  Print  button to preview the whole quote and then click the printer icon if required.
• Click on the  OK  button to save the quote.
  

N ote:   Quotes do NOT affect the Customer's Balance

To Delete a quote follow these instructions:

• Click on the quote to highlight.
• Click on the  Delete  button.
• Click  Yes  to the Confirm message: eg. 'Delete invoice dated 30/06/2015, reference 1, for customer Jack Smith?'
  

  To Turn a quote into an invoice follow these instructions:

• Click on the quote to highlight.
• Click on the  Edit  button.
• Change the  Form  type to something other than QUOTATION. eg. TAX INVOICE.
• Click on the  OK  button.
• Click  Yes  to Confirm message: 'Converting quotation to invoice - do you want to delete the quotation for this customer?'

Note: The invoice will now appear on the Invoices listing screen and will add to the amount owing by a customer.