- Head onto the left-hand Navigation Bar and click Sales
- Click the NEW SALE option
- Select your customer from the drop down selection
- Change Sales Invoice to Quote
- Add your Products as normal and then click Confirm
Converting the Quote to a Sales Invoice
- Head onto the left-hand Navigation Bar and click Sales
- Change the Type from Sales Invoice to Quote and enter the search information
- Once you have found your Quote, click on the drop down arrow and select Convert to invoice
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