In the web can not change quote to invoice?

Pedro

Hi,

Why is it in the WEB interface, having admin rights, in the QUOTES menu, when I choose create invoice from a specific quote, the RECORD button in unavailable? While in the normal program is available?

Please comment

Telephony

Hi,

The Record button will become available once you add the items and information to create the invoice. If you are converting a Quote to an Invoice, all you have to do is scroll down and make sure you have at least one item to invoice.

If the issue persist, delete your browser history before trying again.

Regards,

Pedro

Yes ok, are saying that web based can not do same as in the application? I mean, in the application on a quote, if I choose create +invoice, all I have to do is click on the Record Only and thats it, no need to choose items etc because it takes the data from the quote which make sense. If we want to convert a Quote to Order or invoice, whats the use of selecting again the data already on that quote? Im just concerned because other stuff would manage from another country and the web application is important for this matter. Thank any ways

Pedro

Oops Telephony, you are right, cleared some browser cache and worked, the Record button is ok now. Ill need to pass this info to the remote users

Thank you again