Mark or Unmark Quotes as Invoiced
You can change a quote’s status back to Accepted with “Unmark it as Invoiced” option.
Mark Quotes as Invoiced
- In the Account menu, select Sales.
- Scroll down to the Quote section.
- Select the Accepted status tab.
- Find and open the quote for which you want to create an invoice.
- Click on the Quote Options drop-down button and select Copy to Invoice option.
- Clicking on Ok will take you to the copied Invoice.
- Set the Due Date.
- Click on the Approve button, it will create a new invoice and status will be fully invoiced.
Unmark Quote as Invoiced
- In the Account menu, select Sales.
- Scroll down to the Quote section.
- Either select the All or Invoiced status tab.
- Find and open the quote which you want to Unmark as Invoiced.
- Click on the Quote Options drop-down button and select Unmark as Invoiced option.
- The quote status is Accepted in status panel.
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