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You can also change a quotation to a regular order manually. See Manually Changing a Quotation to a Regular Order for more details. |
Follow these steps:
- Open a new Payments record.
- Click Order # or Invoice # and enter the ID of the quotation order for which the Bill To party has submitted payment.
- The system automatically populates the payment's Person and Company and adds a payment line for the amount of the order.
- See "Processing Payments" on page 112 for for more information on creating Payments record.
- Click the Details tab and enter the payment information.
- Save the payment.
- Aptify automatically recognizes that the order to which the payment is being applied is a quotation and displays the following message:
- Aptify automatically recognizes that the order to which the payment is being applied is a quotation and displays the following message:
- Click Yes to save the payment and automatically update the order's Order Type from Quotation to Regular.