Forum Discussion

Karen-Cloncurry's avatar
Karen-Cloncurry
Experienced Cover User
5 months ago
Solved

Entering a customer payment to a quote

Hi Team

A customer has made a payment towards a quote that is on my MYOB AccountRight.

When I go to enter the payment the quotes for this client are not on the list in receive payments.

Is there away of entering payment without changing it to an order?

Thanks

Karen

  • Hi Karen-Cloncurry


    We value your active participation in our forum. 

     

    At present, our application is not configured to accept payments for quotes. This design choice is based on the understanding that a quote represents a potential sale. We acknowledge that not all businesses operate in the same manner, hence the reasoning behind this setup.

     

    We invite you to share your suggestions on the Product Ideas Exchange board. This platform allows our development team to gain a better understanding of your needs and ideas.

     

    Thank you for your understanding and cooperation. Let us know if you require further help.

     

    Thanks,
    Genreve

     

     

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi Karen-Cloncurry


    We value your active participation in our forum. 

     

    At present, our application is not configured to accept payments for quotes. This design choice is based on the understanding that a quote represents a potential sale. We acknowledge that not all businesses operate in the same manner, hence the reasoning behind this setup.

     

    We invite you to share your suggestions on the Product Ideas Exchange board. This platform allows our development team to gain a better understanding of your needs and ideas.

     

    Thank you for your understanding and cooperation. Let us know if you require further help.

     

    Thanks,
    Genreve