Confirm and convert Quotes to Invoices

Once the debtor (customer / client) accepts the Quote, it can then be confirmed and converted to an Invoice. Once a Quote is confirmed and converted to an invoice, you may need to edit the Invoice, before you update (post) the invoice to the ledger.

The following options is available to confirm and convert Quotes to Invoices:

•Input → Confirm menu on the Action ribbon.

•Documents → Confirm quotes and orders option on the context menu, (on the "Document list" screen), if the Quotes document type is selected.

Confirm and convert Orders to Purchases

Once the creditor (supplier / vendor) delivers the Order, it can then be confirmed and converted to a Purchase. Once a Order is confirmed and converted to a Purchase document, you may need to edit the Purchase, before you update (post) the Purchase to the ledger.

The following options is available to confirm and convert Orders to Purchases:

•Input → Confirm menu on the Action ribbon.

•Documents → Confirm quotes and orders option on the context menu, (on the "Document list" screen), if the Orders document type is selected.