Sales > Changing the status of a sale
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Click the Quotes tab and select the required quote.
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to an order, click Change to Order
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to an invoice, click Change to Invoice.
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The Sales window appears with the new status. Three new fields also appear: Paid Today, Payment Method and Balance Due.
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Make any necessary changes to these and other fields. For example, you might want to change the transaction date to today’s date.
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Click Record. The new order or invoice is created.
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The original quote will remain in the Sales Register window unless you have indicated in the Sales tab of the Preferences window that you want quotes to be deleted once they are changed to orders or invoices.
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Click the Orders tab.
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Review and update the information in the Sales window as necessary. For example, you might want to change the transaction date to today’s date.
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Click Record. The new invoice is created and the original order is removed.
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To change the status of several orders to invoices
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Click the Orders tab to display a list of all your orders. If you want to view the details of a specific order, click the zoom arrow () to the left of the customer’s name.
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Select the orders you want to change to invoices by clicking in the select column ().
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Click Record as Actual. A window appears, requiring you to enter a date for the selected transactions. This is the date that the transactions will be recorded in your sales journal.
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