Forum Discussion

Laurie1's avatar
2 years ago

Changing customer name on quotes

In the old version you could change the customer name on the quote as many customer seek pricing on the same job. Now it seems you cannot do this and it means alot more work to type out all the information again on a seperate quote. It was as simple as a couple of clicks and now not possible?

2 Replies

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  • NFM's avatar
    Contributing Cover User

    Save as a recurring and create new quote using recurring you can then change customer 

    • Komal_S's avatar
      MYOB Moderator

      Hi Laurie1 

      Once a quote is saved, the customer details cannot be changed, however as NFM mentioned, you can save the quote as recurring and then use that template for different customers if you're using MYOB AccountRight. This option is not yet available in MYOB Business for quotes. 

      Feel free to reach out if you have further questions on this.