Forum Discussion

NBMM's avatar
NBMM
Contributing User
11 months ago
Solved

Quote / Invoice

Looking at adding a new (second) date box in the header part of Quote form to show an expiry date. If I customise the form and add an extra date field, it shows today's date. Is there any way to show...
  • Genreve_S's avatar
    Genreve_S
    11 months ago

    Hi NBMM, 

     

    Thanks for reaching out. 

     

    Currently, the quote forms are not separate from the invoice forms, so there is no option to add the expiry of quote to the form. What I would suggest would be to add a text box that tells the customer how many days the quote will expire. Here is the help article Fields and columns you can add to forms for more information on what you could add in the form. 

     

    Let me know if you require any further assistance with this. I'm happy to assist you. 

     

    If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information
     

    Cheers, 

    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
11 months ago

Hi NBMM, 

 

Thanks for reaching out. 

 

Currently, the quote forms are not separate from the invoice forms, so there is no option to add the expiry of quote to the form. What I would suggest would be to add a text box that tells the customer how many days the quote will expire. Here is the help article Fields and columns you can add to forms for more information on what you could add in the form. 

 

Let me know if you require any further assistance with this. I'm happy to assist you. 

 

If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information
 

Cheers, 

Genreve

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