Easily convert (or duplicate) any documents already created and/or posted within the Debtors Control Document Capture tab
This allows you to greatly speed up your entire quote-to-invoice process, enabling you to simply create a single document or template that can easily be converted/duplicated when new documents are required
To convert a document, click the Special Function button on the specific document browse window, and click Convert Documents
Using the Convert Document Function:
Converting a Document
In the Debtors Control Module, you can convert/duplicate your Quotes, Purchase Orders, and Posted Invoices into new Purchase Orders, Quotes, Unposted Invoices, and Unposted Credit Notes
Start by selecting which Document Type to convert From (either Quote, Order or Invoice) - Then use the Document Lookup button to select the desired document
Choose the Document Type to convert To, and fill in the required details for the new document that will be created:
Select which document batch you want the new document to be inserted into
Select which client the document is related to (or keep it unchanged)
Insert the New Document Number
Insert the New Document Date
Insert the New Document Reference
Click “OK” to complete the Convert Document process
