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NikkiH's avatar
NikkiH
Experienced User
2 months ago

Is there a way to convert an invoice back to a quote?

I accidently typed up what should have been a quote as an invoice and wondering if I can convert it to a quote. It is very detailed with lots of parts to it so would save me a heap of time if this was an option. I dont think it actually is but I am here hoping by some miracle someone would be able to help me :)

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 months ago

    Hi NikkiH,

    There isn't a way to revert an invoice to a quote. You can manually re-enter the information from the invoice into a new quote. While this might be time-consuming given the detailed nature of your invoice, it is currently the only way to convert the data. 

    Regards,
    Earl

  • GEB's avatar
    GEB
    Contributing User
    2 months ago

    Hi NikkiH - you could try saving the invoice as a recurring transaction, then enter the recurring transaction making sure to change the status at the top from invoice to quote and making the quote number and customer order number the same as those on the invoice.  Once done you should be able to delete the invoice and also the recurring transaction - good luck

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