Forum Discussion

Experienced Cover User

11 months ago

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 a...

Genreve_S
11 months ago
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

SC8

5 months ago

We are also having the issue that we take deposits on quotes.

We are in the building trade and take deposits on quotes to secure a booking and cover material costs.

The only way I can see to account for this is to turn the quote into an invoice and take partial payment on it. However, this makes the invoice dated possibly 6 months before the work is done which is not ideal. Has anyone else found another work around?

Thanks

Karen-Cloncurry
Experienced Cover User
5 months ago
Hi MM
I convert my quote to an order if a deposit is paid. Then to an invoice when job completed.
Not ideal for me but at least the date can be changed.
Karen-Cloncurry
arcplanning
3 months ago
I'm with you....would be handy... so far my work around is to convert to an invoice - change it to a deposit invoice, save it and then go back to the quote, upload the pdf version and then send out the quote.... arghhhhhh!!!!!