Invoice & Quote numbers not unique

Hi mscheurer,

 

Thank you for your post.

 

In MYOB Business/Essentials, you'll need to manually change the quote or invoice number when you create sales. Because the software sees the quote and invoice as the same, it uses the same reference number sequence for quotes and invoices. The quote numbers run in a sequential order, just like the invoice numbers. As soon as the quote is converted to an invoice, the invoice number will automatically pick up the next sequence number from the quote. For example, if you create a quote with Q-123 and then convert it to an invoice, the system will use the next number in the invoice number sequence as Q-124. Currently, there is no preference setting in MYOB Business/Essential where you can retain the quote number and use a separate number sequence for an invoice. But under the Activity section, it states that the invoice is created from whichever quote number.

 

If you wish to see this function included in future updates, I encourage you to take a moment to submit this idea to our MYOB Business Idea Exchange for the developer's review and consideration.

 

Please let me know if you require any further assistance with this. I'd be more than happy to assist.

 

Cheers,

Princess