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to view a list of quotes simply select sales quotes in the activities section of your homepage dashboard the sales quotes list will display to select a sales quote click on the number field to save a quote as a PDF select save PDF document to print a quote select print and to convert the quote to a sales invoice select make invoice confirm that you want to convert the quote to an invoice by selecting YES on the message displayed confirm that you want to view the new invoice created by selecting YES on the message displayed the new invoice will display with the details from the quote notice that the sales quote is gone this is because it is no longer used as all the quote information is transferred to the sales order after the sales quote is converted to a sales invoice you are ready to send the goods and services and process the invoice