• Go to POS
  • Choose an advisor
  • Choose a customer
  • Create an empty estimateestimate
  • Click on the spy glass right next to "Order No:"

 

 

  • Find the invoice/estimate from which you want to transfer items
  • Click on the button with the letter "A" which can be found right bellow the green "$" sign in the botton right corner

 

 

  • Uncheck the items that you wish to exclude from the transfer
  • Check the option "Import memos" if you wish to copy the memos along with the products
  • Click on the green button

 

 

  • When the transfer is done the "Capture parts to transfer" window will be automatically closed and you will be redirected to "Invoice search"

 

  • If you wish to transfer more items from another invoice repeat those steps. Otherwise close "Invoice search" by clicking on "Exit"

Your can now invoice your new estimate