if i am doing a quote and forget to change the dropdown from an invoice and come out of solar it is saved as an invoice.Is there any way i can go back in and change to a quote.
many thanks
Charley
Hello Charley,
If you have accidentally created an invoice instead of a quote the best
approach is as follows:
Select the row in the Invoices list and click menu Edit > Copy
Change the Document Type to 'Quote'
Save the quote then delete the invoice
