Forum Discussion

esaumellie's avatar
esaumellie
Contributing User
2 months 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.

  • 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.

6 Replies

    • esaumellie's avatar
      esaumellie
      Contributing User

      Noted thanks. So when a quote is converted to an invoice; it automatically deletes?

      • gavin12345's avatar
        gavin12345
        Ultimate User

        Hi esaumellie 

         

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

         

        Regards

        Gavin