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Verdant's avatar
Verdant
Experienced User
13 days ago

Duplicate an older Client Invoice

I need to create a quote that replicates exactly what we did for a client's two years ago, for an insurance claim. The closed invoice is there and I just wanted duplicate it and update the pricing. However, if I create a reocurring invoice, it only allows me to recreate an Invoice not, a Quote. I need it to sit there in quotes until they are ready to go ahead.

There is nothing in the online version of MYOB that I see where I can duplicate that same invoice.  Its a house lot, so I don't really want to sit there and recreate each and every single line again. 

 

3 Replies

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    11 days ago

    Hi Verdant,

     

    The online/browser version doesn’t have a way to duplicate an old invoice into a quote, which is why recurring will recreate it as an invoice rather than a quote. If you’re using the desktop version, there’s an option to save a recurring quote, so that may be the easier path if you need to reuse the same layout again. You can check this link for more info about recurring transactions. If you need it to sit in quotes in the browser version, the way to do it is to create the quote manually again.

     

    Cheers,

    Doreen

    • Verdant's avatar
      Verdant
      Experienced User
      10 days ago

      Hi Doreen,

      Thanks for your reply. To clarify, I have already gone down the recurring invoice route on the desktop version.  It won't allow me to change the saved invoice from 'invoice' to 'quote'. 

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        10 days ago

        Hi Verdant, 

         

        Yep, that’s right, if it was saved as a recurring invoice, it’ll stay as an invoice template, so you can’t switch it over to a quote later.

         

        If you need it to stay in Quotes until they’re ready to go, you’ll need to create the quote again manually. Once accepted, you can convert the quote to an invoice.

         

        I know that’s a pain for a big house-lot job.

         

        Cheers,

        Genreve

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