estimates sales contract invoice

Question

Is anyone else having problems getting their sales estimates to flow to a sales contract to an invoice? I can go from an estimate to an invoice, no problem .... however to go from an estimate to a sales contract to an invoice it will not post. I can email and print invoice however not post. I have to cancel invoice and retype it in. I have talked to " support " at least 5 times, apparently this is the way it is supposed to work...really??

Erzsi_I · Answer

Hi Karolin , Which version year of Sage 50 CA are you using? This article updated August 2021, on how to create and convert Sales Orders and Quotes into Sales Invoices attempts to explain the conversion process: 
 How to Convert a Quote/Estimate to an Invoice or Order 
 
 In the Home Window, click Customers & Sales (or Receivables depending on the terminology of your file). 
 In the Task pane, right-click the Sales Quote icon and select Find Quote from the menu. 
 Select the transaction you want to convert and click Select. 
 Click the Convert button
 
 Select Convet to Invoice to convert into an invoice 
 Select Convert to Contract to convert into a contract

Enter the number of items you are selling in the Quantity column. To fill all the items on the order click in the toolbar.
 
 If you are partially filling the order and want to cancel the back order for any remaining items, click in the toolbar.

Click either Process or Print & Process. 
 
 How to Convert a Contract to an Invoice 
 
 In the Home window, click Customers & Sales (or Receivables depending on the terminology of your file). 
 In the Task pane, right-click the Contracts icon and select Find Contract from the menu.
 
 Or in the Order/Quote Number box, click if you already have the window open

Select the transaction you want to convert and click Select. 
 Click the Convert button and select Convert to Invoice. 
 Enter the number of items you are selling in the Quantity column. To fill all the items on the order click in the toolbar.
 
 If you are partially filling the order and want to cancel the back order for any remaining items, click in the toolbar.

Click either Process or Print & Process . 
 
 NOTE: Please note that a journal entry will not be posted as an Estimate or a Contract until it has been converted into an Invoice Hope this helps! Warm Regards, Erzsi

Sage 50 Canada

estimates sales contract invoice

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