Forum Discussion

saltpan's avatar
saltpan
25 days ago

Can't convert a Quote into a Sales Order

Hi everyone,

 

in the old Account Right I could send a customer a quote - they paid a deposit and I'd turn the quote into a Sales Order with the drop down box and apply the deposit.

Moved over to MYOB Business and I cannot see any way to do this. Only option is Quote to Invoice - which I don't want to do as it can take weeks, sometimes months between getting a deposit and finishing the job and issuing an invoice.

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    25 days ago

    Hi saltpan,

     

    The software's browser version doesn't have the deposit feature. Posting this suggestion on the Ideas Exchange board would be a good idea so other users can vote on it for future updates.

     

    Feel free to post again if you need any other help.

     

    Thanks,
    Genreve

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