Converting a quote to a tax invoice

Question

Hi AllI 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&nbsp;Is there a setting i have overlooked?&nbsp;&nbsp;

genreve_s · Answer

Hi Leah11,&nbsp;
&nbsp;
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 &gt; Preferences &gt; Sales.&nbsp;

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

leah11 · Answer

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

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Converting a quote to a tax invoice

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