Copy a quote in AccountRight
Hello, ahve been banging my head against a wall on this one for hours... I want to copy a quote I have just completed (client has specifically requested multiple versions of the quote). Rahter t...
Forum Discussion
Hi JMc2
AccountRight doesn't naturally have the ability to copy a sale. If that is required, the recommendation would be to use the recurring transaction feature as outlined on Changing the customer on a recorded invoice. If you did not want to use the recurring transaction in the future you would be looking at deleting it after that process - List>>Recurring Transactions>>Highlight the transaction and selecting Delete.
In saying that, the AccountRight browser interface actually does have the ability to duplicate a quote using the Save and duplicate option.
That is dissapointing, I find the workaround simply that, cumbersome and inefficient. Hopefully this feedback is constructive to you.
