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Kym14's avatar
Kym14
6 years ago
Solved

Emailing quotes

Hi I was wondering if there is any way that I can check that a quote emailed to client from MYOB has actually been received (and sent).  You can check if invoices & statements have been sent/deliver...
  • CloverQ's avatar
    CloverQ
    3 years ago

    Hi Jo2014 

     

    The credit from the invoice reversal needs to be refunded to offset the original deposits received, or to be applied to other invoices of this customer. 

     

    So for example if the order was for $1200, if you recorded receive payment of $1200 twice to the order then converted it to invoice, it will result a credit of $1200 sitting in sales register. Once the invoice is reversed, it will create another credit of $1200, refund both would cancel the 2 x $1200 deposits recorded. After that you can create a new invoice with the correct payment.

     

    I hope this helps. Please feel free to let us know if you have any other questions.

Melisa_D's avatar
Melisa_D
Former Staff
6 years ago

Hi Kym14, 

 

Thank you for your post, if you are sending emails via AccountRight you should be able to see the sent quote through the sent emails window. 

 

Screenshot attached:

 

Additionally our article Track email delivery status has information of the statuses that may appear within the sent emails window. 

  • Kym14's avatar
    Kym14
    6 years ago

    Yes thank you, I can see that the actual quote has been sent.  I was wondering how to 'View all activity' and "View online quote" like you can when going into a sales invoice.  I would like to see confirmation the quote has been delivered and viewed by the receiver and actually view the online quote my end to make sure it was right etc.

     

    • Melisa_D's avatar
      Melisa_D
      Former Staff
      6 years ago

      Hi Kym14, 

       

      Sorry for the misunderstanding. I have taken a look into the software and there is no ability to do this with the quotes emailed out. However I do see how this would be beneficial to have, I have passed this feedback on to the right team. 

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Purchases","parent":{"__ref":"Category:category:AccountRight"},"ancestors":{"__typename":"CoreNodeConnection","edges":[{"__typename":"CoreNodeEdge","node":{"__ref":"Community:community:myob"}},{"__typename":"CoreNodeEdge","node":{"__ref":"Category:category:Support"}},{"__typename":"CoreNodeEdge","node":{"__ref":"Category:category:AccountRight"}}]},"userContext":{"__typename":"NodeUserContext","canAddAttachments":true,"canUpdateNode":false,"canPostMessages":false,"isSubscribed":false},"theme":{"__ref":"Theme:customTheme1"},"boardPolicies":{"__typename":"BoardPolicies","canViewSpamDashBoard":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.access_spam_quarantine.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.access_spam_quarantine.allowed.accessDenied","args":[]}},"canArchiveMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.content_archivals.enable_content_archival_settings.accessDenied","key":"error.lithium.policies.content_archivals.enable_content_archival_settings.accessDenied","args":[]}},"canPublishArticleOnCreate":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.forums.policy_can_publish_on_create_workflow_action.accessDenied","key":"error.lithium.policies.forums.policy_can_publish_on_create_workflow_action.accessDenied","args":[]}}},"avatar":{"__ref":"AssociatedImage:{\"url\":\"https://community.myob.com/t5/s/myob/images/bi0zNTAtT25CV1B3?image-coordinates=0%2C0%2C320%2C320\"}"},"eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/"},"ForumTopicMessage:message:627614":{"__typename":"ForumTopicMessage","uid":627614,"subject":"Emailing quotes","id":"message:627614","revisionNum":1,"repliesCount":3,"author":{"__ref":"User:user:218821"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:627614"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:627614"},"body@stripHtml({\"truncateLength\":200})":" Hi I was wondering if there is any way that I can check that a quote emailed to client from MYOB has actually been received (and sent).  You can check if invoices & statements have been sent/deliver...","body@stringLength":"355","rawBody":"

Hi

I was wondering if there is any way that I can check that a quote emailed to client from MYOB has actually been received (and sent).  You can check if invoices & statements have been sent/delivered/read but if its a quote there doesn't seem to be an avenue/link to confirm or follow if the client has received it.  Any ideas?

","kudosSumWeight":0,"postTime":"2020-01-22T09:39:50.043+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:627614_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":1283},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"

Hi

I was wondering if there is any way that I can check that a quote emailed to client from MYOB has actually been received (and sent).  You can check if invoices & statements have been sent/delivered/read but if its a quote there doesn't seem to be an avenue/link to confirm or follow if the client has received it.  Any ideas?

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Hi Kym14, 

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Thank you for your post, if you are sending emails via AccountRight you should be able to see the sent quote through the sent emails window. 

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Screenshot attached:

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Additionally our article Track email delivery status has information of the statuses that may appear within the sent emails window. 

","body@stringLength":"1137","rawBody":"

Hi , 

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Thank you for your post, if you are sending emails via AccountRight you should be able to see the sent quote through the sent emails window. 

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Screenshot attached:

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Additionally our article Track email delivery status has information of the statuses that may appear within the sent emails window. 

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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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Yes thank you, I can see that the actual quote has been sent.  I was wondering how to 'View all activity' and \"View online quote\" like you can when going into a sales invoice.  I would like to see confirmation the quote has been delivered and viewed by the receiver and actually view the online quote my end to make sure it was right etc.

 

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Hi Kym14, 

\n

 

\n

Sorry for the misunderstanding. I have taken a look into the software and there is no ability to do this with the quotes emailed out. However I do see how this would be beneficial to have, I have passed this feedback on to the right team. 

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