1. Open Invoicing from General page.
2. Open existing quote.
3. To convert Quote to an Existing Open Work Order, click Configure Icon > File > Quote To an Existing Order
4. Enter manually or select from dropdown the Document # of destination Open Work Order.
5. Click OK to transfer Quote to the existing Work Order.
6. Click "Yes"
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article