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Click on the video below.

Work order match.mp4

Here is how to change a quote to a Work Order or Invoice.

  • From the Main Menu select System Management

  • Continue on the next screen by selecting, General Set-up Options

  • Select Invoice Setup

  • On the next screen, select the Forward arrow button

  • On the next screen, you will find Default Work order Number to Invoice Number

  • Select Yes

  • Be sure to click OK

  • Select Cancel until you arrive back at the Main Menu