How to Convert a Quote to Invoice

• Related Articles

• Aurora / Manage - Return Invoice (Private)

  Reference: Return Invoice (auditdata.app) Navigate to Sales > Return Invoice Select Invoice Type “Sales Invoice” to completely return all items on the private invoice. Click CONTINUE to accept and return this invoice. Next, confirm the reversal. ...

• Petty Cash Expenses Paid using Cash On Hand from Sales - how to handle

  Are you paying expenses out of cash on hand from sales, thus not having enough cash to bank to match receipts from sales? This article is offered as a potential method to manage such a scenario. Before adopting this proposal, please test extensively ...

• Daily Close Overview

  Daily Close Overview · Payments & Deposits Report – Daily reconciliation tool. Balance before DC1. o Reconcile daily payment receipts and either go to bank or send to head office. o Send report to head office. · Daily Close 1 – daily or day of ...

• Patients

  PATIENTS module allows users to create and maintain patient records. There are two types of records: Patient Patient Lead Patient Leads have limited functionality. It is possible to convert Patient Lead into Patient by using the respective button in ...

• Finance settings

  NOTE: If a setting is no longer relevant or applicable, it can be set to INACTIVE using the respective toggle or DELETED using the that appears on hover. When you left click on a specific entry, you can quickly launch the EDIT mode. Sale related ...