Forum Discussion

Denver_B's avatar
Denver_B
Experienced User
24 days ago

Quotes not closing?

Hi all,

 

I don't make many quotes, but the ones I've made recently always show up as an 'open quote' option when I select a customer for invoicing, even if I've already converted the quote to an invoice, and no matter its set status/expiry date. I've noticed this since at least mid-2024, but my older quotes (I have a few converted ones from 2023) don't do it for some reason, and there's no difference between them and the problem quotes I can see.

I added some screenshots of my main example - this 'open' quote had already been converted in August last year. I have another from last month I recently changed to 'accepted', and it shows up as an open quote as well. Declined ones behave the same.

Is this supposed to be happening, or am I missing a trick somewhere? It's a part of why I try not to use MYOB for quotes.

 

Thanks in advance!

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi Denver_B

     

    That’s a bit odd, seeing quotes suggested by the software that are already invoiced or expired isn’t something you’d usually expect. The best move would be to get in touch with our team so they can take a closer look for you.

     

    You can pop in a support ticket through the MyAccount window or jump into a live chat with MOCA, our virtual assistant.

     

    Regards,
    Genreve