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
- Go to Sales. Select Quotes & estimates.
- Select the relevant quote.
- Select Edit. Make the necessary changes.
- 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.