How do I change a Quote to an Invoice?

Peter Smee
Peter Smee Member Posts: 9 Novice Member Novice Member
edited October 2024 in Accounts Hosted
Hi I have a repeating invoice that was brought across from Xero with our data transfer service and it's showing with the QUOTE label when editing it as an invoice and goes out with a QUOTE template which is confusing the customer and I can't find anywhere to change this to an invoice.

Also this same invoice goes out with a due date in the past and the field for changing it to 14 days is also missing on this one.

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,257 Accredited Partner Accredited Partner
    edited August 2019
    You need to right click on the screen and change it to draft.
  • Peter Smee
    Peter Smee Member Posts: 9 Novice Member Novice Member
    edited July 2019
    Thanks for the quick reply but the only change option I can see when I right click is change to pending or to final, but that doesn't stop it being a quote.
  • Zappy
    Zappy Accredited Partner Posts: 5,257 Accredited Partner Accredited Partner
    edited July 2019
    If you set it to final it is no longer a quote
  • Peter Smee
    Peter Smee Member Posts: 9 Novice Member Novice Member
    edited July 2019
    It still keeps quote above the customer name/address field and then when sent goes with QUOTE in the top of the PDF.
  • Zappy
    Zappy Accredited Partner Posts: 5,257 Accredited Partner Accredited Partner
    edited July 2019
    Okay you need to modify the template.
  • Peter Smee
    Peter Smee Member Posts: 9 Novice Member Novice Member
    edited July 2019
    But all the other invoices I sent with the same template have Invoice at the top?
This discussion has been closed.

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