Marking Quotes as Converted

I have quite a few quotes which I know have been invoiced out to customers, however they are still showing as “AGREED”, how can I change the status of them to “CONVERTED”?

Hi @LC_Hydraulics,

For the status to change to converted you would need to go into the estimates and create the invoices from them.

If you have already created invoices then by doing this you would create duplicate invoices, or have multiple drafts sitting on the account.

Going forward to avoid duplicates you would just need to make sure that any invoices that relate to an estimate are created through the estimate.

Hope this helps

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Thanks Beth, I’ve done that, then just deleted the invoices created and the status has remained converted. :+1:

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