- To make sale from quote go to “Show Quotes”.
- Select the quote you want to make a sale and right click the mouse choose Quote to Sale from the shortcut actions.
- Provide the Amount Paying* value which must be greater than or equal to the Amount Total.
- Provide Give Cash Discount value if you made your mind to give a cash discount during cash sale and the Amount Payable will be adjusted accordingly.
- Provide the Payment Method which defaults to Cash if you want to track the various methods of payment received from your clients.1
- Alternatively you can click Quote to Sale from this window and provide the Quote No will load the quote details and supply the Amount Paying.
- Lists of Payment Method will be available only when you configure it. Go to Settings > Payment Processing to configure.
- You can make both Cash and Credit sale from a quote.
Video Tutorial: Quote to Sale.