How to convert a Quotation into an Invoice

How to convert a Quotation into an Invoice

To export Quotation to an invoice, click on the icon shown in the red box illustrated below. This prompts the screen where you can confirm what to export. If you do not need to export any of the items, just untick them from the Tag checkbox marked with the red arrow in the illustration.




    • Related Articles

    • How to convert a Quotation into a Sales Order

      To export a quotation to an invoice, go to Main > Sales Quotation > Details, and click on the I icon as shown in the red box. This prompts the screen to confirm what to export. If you do not need to export any of the items, just untick them from the ...

    • SIMS Proforma Module

      The SIMS Proforma module enables you to prepare proformas of the following: Invoice Credit Note Cash Sale Cash Return Purchases from Supplier Returns to Supplier You can convert a proforma invoice into an invoice if needed, and likewise for all the ...

    • Error: "File is in use. [,Tranpost.dbf] 227 openssltable" when creating an invoice

      Problem Error: "File is in use. [,Tranpost.dbf] 227 openssltable" when creating an invoice.   Environment SIMS All supported environments Solution Delete the tranpost folder located in the TEMP folder. Full path below: C:\Program Files ...

    • SIMS Release Notes

      2025 12th June 2025 | v.3.0.83 Enhancements We have added a new column for item description to the Deliveries and Returns tabs of Sales Orders. Fixes and Improvements We improved the filtering in the Audit Trail when it's based on transaction types. ...

    • Managing BCRS Purchase Charges in SIMS

      Introduction All purchases in SIMS are only allowed to inventory products and not to non-inventory items.  With the implementation of BCRS from Monday 14th November 2022, and if you purchase products that fall within this new scheme, you will be ...

    • Recent Articles

    • How to Reverse a Sales/Purchases Transaction in SFM

      Reversing Entries in SFM Once users confirm an entry in SFM, they cannot modify any of its elements. The only available option is to reverse the entire transaction and re-post it with the correct values. The system supports both simple reversals and ...

    • Setting Up BOV SEPA v9

      Before proceeding, please ensure you are using the latest version of SFM. Starting October 5th, 2025, Bank of Valletta (BOV) will begin processing live transactions using the new SEPA file format (version 9). The older version 3 format will no longer ...

    • How do I process a Nominal Reconciliation?

      Procedure for Reconciling a Nominal Account (Current Year > Nominal > Nominal Reconciliation) Account Field: Select the relevant Nominal Account from the drop-down menu that you wish to reconcile. Details Field: Enter any necessary free text in the ...

    • How to Update SFS

      For optimal results, update SFS directly from the server. Important notes before updating: - All Users: Log out of SFS, SIMS and SFM (if applicable). - Remote Desktop Users: Log out of SFS, SIMS and SFM before disconnecting from the remote session. ...

    • How to Add Custom Footers per Client basis

      If you want to apply the same footer across all your invoices or the same footer across all your statements, please refer to this article: How to insert document footers in SFM If you need to use different footers for specific clients, SFM also ...

    • Popular Articles

    • How do I process an End Of Year in SFM?

      Overview SFM allows posting into two financial years simultaneously. This means that users do not need to finalise 2024 before starting to post entries into 2025. The end of year procedure will move the “Current Year” data into the "Previous Year". ...

    • Do I need to Process an End-of-Year in SIMS?

      SIMS does not require an end of year procedures to be run. However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...

    • How to setup a System Control Account in SFM? (Bank Account, Cash Account, Stock Control, etc...)

      Create the Account in your Chart of Accounts as seen below. Please make sure you use the code depending on your Heading and Sub-Heading digits. After creating the account, you need to specify the account as a System Control Account. Go to Support > ...

    • How to reset your Shireburn remote desktop service (RDS) account password

      The password for the Shireburn RDS Account used to connect to RDS server is set to expire after 90 days. A notification is provided to the user daily starting 5 days prior to the expiry date. In order to change password, the following steps need to ...

    • How to run the SIMS Archive process

      The SIMS Archive function reduces the size of the data store in Live by splitting the same data set in a different database, within the same company. This process improves the SIMS performance as it compacts the Live data set. Users can then access ...