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Sales > Changing the status of a sale
You can change the status of a sale from the Sales window or from the Sales Register window.
To change a quote to an order or invoice
1
Go to the Sales command centre and click Sales Register. The Sales Register window appears.
2
Click the Quotes tab and select the required quote.
an order, click Change to Order
an invoice, click Change to Invoice.
The Sales window appears.
5
Click Record. The new order or invoice is created. The original quote will remain in the Sales Register window unless you indicated in the Sales view of the Preferences window that you want quotes to be deleted when they are changed to orders or invoices.
To change an order to an invoice
1
Go to the Sales command centre and click Sales Register. The Sales Register window appears.
2
Click the Orders tab.
4
Click Change to Invoice to change the order to an invoice.
5
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.
6
Click Record. The new invoice is created and the original order is removed.
To change the status of several orders to invoices
1
Click To Do List from any command centre. The To Do List window appears.
2
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.
4
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 company file.
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