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Edit a quote

Created on  | Last modified on 

Summary

How to edit a quote in Sage Accounting.

Description

From time to time, you may need to edit the details of a quote that you’ve sent to a customer.

For example: changing the number of items ordered or updating a due date.

Resolution

Edit a quote

  1. Go to Sales. Select Quotes & estimates.
  2. Select the relevant quote.
  3. Select Edit. Make the necessary changes.
  4. Select Save.

The quote now shows the new values. 


Edit a converted quote

If you've already turned the quote into an invoice, you'll need to delete the invoice first.

This puts the estimate back to a Pending status, so you can update it. Then just follow the steps above.

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