Forum Discussion

Leah11's avatar
Leah11
Experienced Cover User
3 months ago

Converting a quote to a tax invoice

Hi All

I hope i can find an answer, when a user is utilizing the "sales quote" and we then want to convert to a "Sales tax invoice", MYOB seems to create a whole new tax invoice and not convert the physical quote using the quote number to the tax invoice and leaving the "sales quote" still in the "quotes" tab, having to be deleted afterwards 

Is there a setting i have overlooked?

 

 

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    3 months ago

    Hi Leah11, 

     

    It's not hard to overlook the options available in setting sales options. The options to retain the quote number after converting into quotes and the option to delete the quote right after converting to an invoice can be found in Setup > Preferences > Sales. 

    If you have any other concerns or questions, feel free to let us know. We're happy to help.

     

    Thanks,
    Genreve

    • Leah11's avatar
      Leah11
      Experienced Cover User
      3 months ago

      Thank you so much! Yes definitely an oversight when setting up

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