taken from the
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.
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.
button.
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.
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.
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.
button.
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.