Loading Quote or Sales Order Information

Loading Quote or Sales Order Information (6441)

If you have already created a sales order or quote that covers this transaction, you can save time by loading information from it into the invoice. If anything has changed, you can modify the invoice accordingly.

You load sales order or quote information by entering a number into the From Order Number field on the invoice. If you enter a quote number, the field label changes to read "From Quote Number." See "Carrying Information Forward" in Chapter 2 for detailed instructions.

To enter invoice information from a quote or sales order:
1. Click the Invoice tool in the Customer toolbar.
2. In the blank Invoice window that appears, enter a number in From Order.
3. Edit the invoice as needed and click OK to save.


  Chapter 3 Customer

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