Once the debtor (customer) accepts the Quote (created on the Input→Documents→Quotations menu option), it can then be confirmed and converted to an Invoice.

In some cases, you may need to edit the Invoice on the Input→Documents→Invoices→Enter menu option, before you update (post) 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 updated (posted) with the incorrect amounts and quantities.

- The debtor (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 edit the Quote on the Input→Documents→Quotes menu option, before you confirm the Quote and convert it to an Invoice.

- If you have already confirmed a Quote and converted it to an Invoice, and there are still any discrepancies in the Quote, for example the correct quantities of goods accepted, you may edit the Converted Quote on the Input→Documents→Invoice menu option, before you update (post) 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 updated (posted) with the incorrect amounts and quantities.

To Confirm and Convert a Quote to an Invoice:

1. Click on the Input→Documents→Confirm menu option.
   - Keyboard Access: Press the Shift+F3 keys on your keyboard. Alternatively, press the Alt+I+D+N keys on your keyboard.
   The Confirm Quotes and Orders screen is displayed:
   
   
2. 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.
3. Select the applicable Quote for the Debtor, and click on the Add Sel. (Add Selected) button. The Quote for the selected Debtor will be transferred to the Quote to Convert to Invoice section of the screen.
4. Select the Date on which the Quote was accepted, using the date picker.
5. Click on the Convert button. The following confirmation screen is displayed:
   
   
6. Click on the Yes button to convert the Quote to an Invoice and to delete the Quote.
   - If you click on the No button, you may delete the Quote manually in the Edit→Delete→Documents menu option.
   
   
7. 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 menu option.
8. Click on the Cancel button, or press the Esc key on your keyboard, to close or exit this screen.

- You may also search for a specific Quote by entering the Quote number, and clicking on the Search button.

- Confirm Quote Options

1. You may also select a range of Debtor Accounts or search for a specific Debtor by clicking on the Select Debtor button. The screen will change to list all the available Quotes for the selected Debtor Accounts.
   
   
2. Select the Debtor Account and click on the OK button. The screen will change to the normal screen and only the available Quotes for the Debtor will be displayed.