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In the web can not change quote to invoice?


Pedro

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Hi,

Why is it in the WEB interface, having admin rights, in the QUOTES menu, when I choose create invoice from a specific quote, the RECORD button in unavailable? While in the normal program is available?

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Hi,

The Record button will become available once you add the items and information to create the invoice. If you are converting a Quote to an Invoice, all you have to do is scroll down and make sure you have at least one item to invoice. 

If the issue persist, delete your browser history before trying again.

Regards, 

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Yes ok, are saying that web based  can not do same as in the application? I mean, in the application on a quote, if I choose create +invoice, all I have to do is click on the Record Only and thats it, no need to choose items etc because it takes the data from the quote which make sense. If we want to convert a Quote to Order or invoice, whats the use of selecting again the data already on that quote? Im just concerned because other stuff would manage from another country and the web application  is important for this matter. Thank any ways  

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