Forum Discussion

malvarez's avatar
20 days ago

Items from quote to invoice

Hi, when i'm quoting i add all the items in my quote, including overheads, labour, others, this information is essential as we use it as KPI, this quote is never send to the client we only use it to keep the info in our dashboard, a second quote is send to the client including only the total amount of the service. Is there a way to keep the first quote for accounting purposes and send the invoice with limited information? 

Obviously, I want to keep the detailed information in the system of the detailed quote.

 

Thanks

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    20 days ago

    Hey malvarez,

     

    Makes sense you'd want to create a detailed quote for your own records if you're tracking KPIs and internal costs. That said, what you're after isn't something the software is designed to handle. 

     

    Cheers,

    Doreen