Forum Discussion

mscheurer's avatar
mscheurer
Experienced User
2 years ago
Solved

Invoice & Quote numbers not unique

Is there a reason why MYOB is using the same pool of numbers for the invoicing and quoting? I use the default INV-XXXX numbering for invoicing, I really need quotes to be numbered Q-XXXX not the n...
  • AmandaMYOB's avatar
    AmandaMYOB
    9 months ago

    Hey mscheurer​ 

    We've introduced this feature to MYOB Business and AccountRight! In the browser, you can update your settings by clicking on the settings cog on the top left, select Sales settings > Sales numbering.

    To update your settings in the desktop, click on Setup > Sales numbering and select Enable sales Numbering for Quotes, Orders and Invoices. 

    For more information and step by step instructions check out this page! 

Princess_R's avatar
Princess_R
MYOB Moderator
2 years ago

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

  • mscheurer's avatar
    mscheurer
    Experienced User
    2 years ago

    If it's not reusing the Quote number for the invoice once it's converted there really is no reason not to have a seperate sequence of numbers...


  • mscheurer's avatar
    mscheurer
    Experienced User
    2 years ago
    Princess_R wrote:

    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.

     

    Done, however reading some of the ideas that have been ignored I'm not holding my breath.

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      2 years ago

      Hi mscheurer,

       

      Thank you for your response.

       

      I'm sorry if we aren't able to meet your expectations with our software. I understand how important this function is to your business workflow. However, having a separate sequence of numbers with an invoice and quote is not yet available in the software. There are functions that are not available in MYOB Business/Essentials, as this is not fully featured yet. But our developers are striving hard to provide a seamless experience with our software that can do everything your business requires.

       

      I genuinely appreciate your patience and understanding in this matter.

       

      Please feel free to create a new post if you need help in the future. I'd be delighted to assist you.

       

      Cheers,

      Princess

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