AUTO DELETE QUOTES AFTER CONVERTED TO INVOICE

Question

Good day,&nbsp;I know this feature is currently not available under AccountRight but just checking when will this option be automated?&nbsp;Deletion of Quotes Already Converted to Invoices.&nbsp;Appreciate your feedback.

esaumellie · Accepted Answer

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.

gavin12345 · Answer

Hi&nbsp;esaumellie&nbsp;&nbsp;This feature is currently available under AccountRight.&nbsp;RegardsGavin

esaumellie · Answer

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

gavin12345 · Answer

Hi&nbsp;esaumellie&nbsp;&nbsp;Depends how your preference is set - not all users want to delete. See Setup &gt; Preferences &gt; Sales (towards bottom of screen)&nbsp;RegardsGavin

esaumellie · Answer

Noted. Will confirm current settings.

doreen_p · Answer

Hi esaumellie,
&nbsp;
We're glad that everything is back on track and your issue is now resolved.
&nbsp;
gavin12345, thank you so much for the assistance you have given. We really appreciate it!
&nbsp;
Feel free to post again anytime if you require further assistance.&nbsp;
&nbsp;
Best regards,
Doreen

Forum Discussion

AUTO DELETE QUOTES AFTER CONVERTED TO INVOICE

6 Replies

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