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Turn a quote into a sale

Before you begin​

  • The quote must be issued and within its Valid until date.

Steps​

  1. Open the quote in Sales → Quotes.
  2. Fill in the Acceptance method, such as "signed by email", and the Acceptance evidence if you have it.
  3. Click Actions, then Register acceptance.
  4. Click Actions, then Convert to sale.

Done​

The sale is created with the quote's items. Click Open converted sale to continue it or receive the payment.

If the client declines, use Register rejection. A quote past its date can be marked with Mark expired.