Quotes - Invoice in account right

CarolynJS

We have started using the quote facility in MYOB.  When we convert it to an invoice and update/change or add details the quote still remains in the listing.  This is a pain because we will end up with numerous quotes that have actually been invoiced all be it for a few changes.  Can the quote be deleted eventhough it has the same number as the (now converted to) invoice number?

Steven_M

Hi @CarolynJS 

 

Sounds like you want to enable the following Sales Preference:

1. Navigate to Setup>>Preferences
2. Click Sales
3. Enable Delete Quotes upon Changing to and Recording as an Order or Invoice
4. Click OK

What the above process will do is when you convert a quote to an order/invoice that the original quote is deleted thus not retained in the company file as a quote.