Here are details about deleting or editing a quote after converting it to an invoice:
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- You can delete a quote even after converting it to an invoice.
- You cannot edit a quote after approving it and converting it to an invoice, as the quote becomes linked to the system records.
- You can edit a quote only if it’s in Draft or Pending Approval status.
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You cannot use the same reference number for more than one quote, but you can use an old reference number if the previous quote was deleted.
Keywords for inquiry:
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Can I delete a quote after converting it to an invoice?
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Can I edit a quote after it has been approved?
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Why can’t I change a quote if it becomes an invoice?
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What should I do if I want to change a quote after conversion?
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Can I revert a quote to draft status after it has been approved?