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.   Appreci...
esau.mellie@gmail.com
joanduigu@gmail.com
  • esaumellie's avatar
    esaumellie
    2 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
Contributing User

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

gavin12345's avatar
gavin12345
Ultimate User
2 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

  • esaumellie's avatar
    esaumellie
    Contributing User
    2 months ago

    Noted. Will confirm current settings.

    • esaumellie's avatar
      esaumellie
      Contributing User
      2 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.

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        2 months 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