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Quote to Invoice?

Question asked by jackmac on Jan 14, 2013
Latest reply on Jan 14, 2013 by jackmac


Quote to Invoice?


     Hi all,

     I've created a system for my company which is like a contact system. I have clients and products in there. I have now created a quote system but want take it further.

     I want to be able to open a quote in the system, click a button and convert this to an invoice.

     I need to get the quote to copy to the invoice table (so I have a record of both), then open as an invoice (the second part is straight forward as I've effectively copied the invoice layout but changed the work 'Quote" to "Invoice" in the heading).

     Any ideas on how to copy the quote record to invoice (I have a table for quotes and a table for invoices)?