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Convert + Invoice - this will convert the Estimate, and go ahead and invoice the Enrolment. Only use this if you are 100% sure that the Estimate is all accurate and no changes are required.
Convert + Changes - this is the most common route; it will convert the Enquiry and Estimate to an unposted Enrolment where it is possible to make changes to the Enrolment details (such as adding an Agent) or amending the bookings as required.
Convert + Estimate - this will instead convert the Estimate to be an Estimate record linked under the Account instead of the Enquiry. Use this if you feel that there is a strong change it is not a “serious” student and they may not actually intend to proceed with the are still in negotiation with the student and would like to amend the bookings/prices etc to be able to produce a quote document or, if configured, an Estimate Link to send back to the student to confirm the final bookings. Once confirmed by the student, it is possible to convert this to an Enrolment.
The conversion process takes a few seconds and when complete will tke take you through to the New Enrolment or Estimate as selected.
This can be be treated as any other Account & Enrolment you have entered in to the system.