Lets assume you have already created a quote and it is in your quotes folder and now you want to generate an Invoice from that quote.

Please follow these steps:

1. The First thing you have to do is make a copy of the quote into the Invoice Folder. To do this select the quote in the Quotes folder and then select Edit -> Copy to Folder from the menu.

2. The "Copy Items" window will appear, select the Invoices folder and click OK.

3. Now go into the Invoices folder and double click on the quote which you just copied in order to open the quote document. With the quote document now open all you have to do is switch to an Invoice style and the quote will become an Invoice.

4. Switching styles is not difficult; First make sure the Style Box is displayed in the left portion of the screen. If the Style Box is not there then select Styles -> Show Style Box from the menu.

5. In the Style Box click the Folders button and you will see a list of folders appear.

6. From the list of folders select the Invoice folder and then choose the Invoice Style you want to switch too.

7. Immediatly when you select an style the Invoice will be automatically loaded with all the quote information and no re-entry is required. Save the new Invoice Document and you all done.