Forum Discussion

Experienced User

2 years ago

Solved

AUTO DELETE QUOTES AFTER CONVERTED TO INVOICE

Good day,

I know this feature is currently not available under AccountRight but just checking when will this option be automated?

Deletion of Quotes Already Converted to Invoices.

Appreciate your feedback.

gavin12345
Ultimate User
2 years ago
Hi esaumellie

This feature is currently available under AccountRight.

Regards
Gavin
esaumellie
Experienced User
2 years ago
Noted thanks. So when a quote is converted to an invoice; it automatically deletes?
gavin12345
Ultimate User
2 years ago
Hi esaumellie

Depends how your preference is set - not all users want to delete. See Setup > Preferences > Sales (towards bottom of screen)

Regards
Gavin
esaumellie
Experienced User
2 years ago
Noted. Will confirm current settings.
esaumellie
Experienced User
2 years ago
Thank you very much for the response. I have checked Delete quotes options.
Will have this option enabled until June 2024.
The reason being ; we have a lot of historical invoices posting ongoing and would like our sales team to auto clear all converted invoices. We are almost up to date now.

Thanks again.
Doreen_P
MYOB Moderator
2 years ago
Hi esaumellie,

We're glad that everything is back on track and your issue is now resolved.

gavin12345, thank you so much for the assistance you have given. We really appreciate it!

Feel free to post again anytime if you require further assistance.

Best regards,

Doreen