Forum Discussion

esaumellie's avatar
esaumellie
Experienced User
8 months ago

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.

esau.mellie@gmail.com
joanduigu@gmail.com
  • esaumellie's avatar
    esaumellie
    8 months 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.

    • esaumellie's avatar
      esaumellie
      Experienced User
      8 months ago

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

      • gavin12345's avatar
        gavin12345
        Ultimate User
        8 months 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

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