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Changing the purchase type

Not available in AccountRight Basics

If you've recorded a quote or order, you can change (or convert) the purchase type when the status changes. For example, if you've accepted the quote from your supplier, you can change the status to an order or bill.

Purchase type

Can be changed to...

Quote

order or bill

Order

bill

Bill

A bill cannot be changed.

Quotes and orders must be changed to a bill to show as payable.