Add, Delete and Change a Quote to a invoice

How do I either Add, Delete or Change a quote to an invoice?

Cashbook Plus! provides the facility to produce customer quotes which can then be turned into invoices if required.

To Add a quotation follow these instructions:

• Click on Debtors toolbar icon
• If there is not a Quotes/Templates tab available:
  • Click on the Setup tab.
  • Tick the Use Quotations/Templates box.
  • Click on the Close button.

• Click on Debtors toolbar icon.
• Click on the Quotes/Templates tab.
• Click on the Add button (or Edit to change an existing (highlighted) quote).
• Enter the Customer name (or select from drop down list).
• Enter Date, Terms, Due Date (if different from default), Form (ie. QUOTATION), Ref. (reference number), etc.
• In Invoice Details section, enter quote details - description of item, account/enterprise, quantity, price/total.
• You can enter as many lines as required. Lines may contain description information only. eg. for a long description on a service type quote (or use the Addtional Invoice Information field).
• You can optionally use the Comment to Print: field to enter a customer message that will print on the quote.
• Click the Print button to preview the whole quote and then click the printer icon if required.
• Click on the OK button to save the quote.

Note: Quotes do not affect the customer's balance.


To Delete a quote follow these instructions:

• Click on the quote to highlight.
• Click on the Delete button.
• Click Yes to the Confirm message: eg. 'Delete invoice dated 30/06/2015, reference 1, for customer Jack Smith?'

To turn a quote into an invoice follow these instructions:

• Click on the quote to highlight.
• Click on the Edit button.
• Change the Form type to something other than QUOTATION. eg. TAX INVOICE.
• Click on the OK button.
• Click Yes to Confirm message: 'Converting quotation to invoice - do you want to delete the quotation for this customer?'

Note: The invoice will now appear on the Invoices listing screen and will add to the amount owing by a customer.