You can make amendments by opening the quote or estimate from the Quotes and Estimates list. Make the required changes, and resend the quote or estimate to your customer. Do this in the same way as you originally created and sent it.

If your customer is happy with the quote or estimate (prices, terms etc), you can go ahead and convert it to an invoice.

 NOTE: We've added new features to Quotes and Estimates in Sage Accounting. Read more about our Updates to Quotes and Estimates >

1. Go to Sales, then click Quotes & Estimates.
2. Select the quote or estimate you want to convert.
3. Select Create Invoice.
   If this is a draft quote or estimate, clear the Save as draft check box, then save it. You'll then need to reopen it and click Create Invoice in order to convert it.
4. Amend the details of the invoice, if required.
5. Optionally, select the Save as box and choose Draft or Pro Forma.
6. Select Save, Save & Email, or Save & Print the invoice.

You've successfully converted the quote or estimate to an invoice. The status of the quote estimate now shows as Invoiced. The invoice appears on your Sales Invoices list. Look on the Quotes & Estimates list to see the sales invoice number created from the quote or estimate.

If your customer is not happy and has not accepted the quote or estimate, you can mark it as declined.

Mark a quote or estimate as declined

1. Go to Sales, then select Quotes & Estimates.
2. Select the quote or estimate you want to mark as declined.
3. If the quote or estimate is a draft, clear the Save as draft check box. You can't mark a draft quote or estimate as declined.
4. Select Mark as declined.

The quote or estimate remains in your Quotes & Estimates list. The status now shows as Declined.

The customer may change their mind and decide to accept the quote or estimate. You can reactivate it and change its status to Pending. To do this, open the declined quote or estimate from the Quotes & Estimates list. Next, select Unmark as declined and save it.

Return to Create a quote or estimate for a customer within Great Britain