Forum Discussion

NikkiH's avatar
NikkiH
Experienced User
10 months ago

Is there a way to convert an invoice back to a quote?

I accidently typed up what should have been a quote as an invoice and wondering if I can convert it to a quote. It is very detailed with lots of parts to it so would save me a heap of time if this wa...
GEB's avatar
GEB
Experienced User
10 months ago

Hi NikkiH - you could try saving the invoice as a recurring transaction, then enter the recurring transaction making sure to change the status at the top from invoice to quote and making the quote number and customer order number the same as those on the invoice.  Once done you should be able to delete the invoice and also the recurring transaction - good luck

Patrick_H's avatar
Patrick_H
Experienced Cover User
3 months ago

This actually worked for me! Saved me half an hour or so retyping or copying and pasting, like I had done before!

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