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RICKS2008's avatar
RICKS2008
User
7 months ago
Solved

Issues converting large quote to invoice.

We're having issues with trying to change a quote to invoice.  Each time I go to save it as an invoice I get a Connection error, saying "we're sorry but something has interrupted AccountRight and you...
  • Julie_A_C's avatar
    Julie_A_C
    7 months ago

    Hi RICKS2008 

     

    If it wont convert to an invoice and it large then prior to starting all again I would call up the quote and save as recurring.  

     

    Then go to enter sales, use recurring, select the quote you saved and just change the sales type to invoice, if you want to retain the original number of the quote, then replace the invoice number that automatically comes up to that of the quote and record.  You may get a warning that number used but just okay that.

     

    Then go to your sales register and delete the quote.

     

    This will hopefully save you time in having to re-enter all the data from the quote.

     

Doreen_P's avatar
Doreen_P
MYOB Moderator
7 months ago

Hi, RICKS2008

 

Thanks for your post.

 

As per checking, there are two possible workarounds for this error message. First, you may need to convert the quote to an order and then to an invoice. Second, you will need to untick the option "Delete Quotes upon changing to and recording as an order or invoice" in the preferences. To do this, go to Setup > Preferences > Sales tab. To convert a quote to an order, and order to invoice, you may check the Help Artile: Changing a sale's type for further information.

 

Please let us know how it goes on your end.

 

Best regards,

Doreen