Changing a Quotation to a Regular Order by Applying a Payment

While a user can manually change a quotation to a regular order, Aptify can also perform this task automatically when a payment is applied to the order. This is useful for situations where the Bill To party sends in payment for a quotation order and a member of the accounting department can update the order simply by entering the payment information in the system.

Follow these steps:

1. Open a new Payments record.
2. 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 for more information on creating Payments record.
     
     
      
3. Click the Details tab and enter the payment information.
4. Save the payment.
   • Aptify automatically recognizes that the order to which the payment is being applied is a quotation and displays the following message:
     
     
      
5. Click Yes to save the payment and automatically update the order's Order Type from Quotation to Regular.