Hi VHR,
I'm from the client support team, and I thought I'd offer what guidance I could for your issues, though I'll leave your idea in the Ideas Exchange so the Developers can provide full commentary on including these features at a later point.
There is a limit to the amount of text that can be entered into a single description in AccountRight, however we do have methods to add additional lines. These are:
Right clicking and choosing "Insert Blank Line"
Edit menu > Insert Blank Line
Pressing the shortcut "Ctrl + Shift + L"
This allows you to enter more information, without having a $0 line appear, so that you can show additional information to a client/customer.
Regarding charging just a partial amount for a Quote converting to an Invoice, I recommend a process such as:
1) Make sure the preferences are set to keep quotes when you convert to Invoices:
Setup menu > Preferences > Sales tab. Do not tick the box "Delete Quotes upon Changing to and Recording as an Order or Invoice [System-Wide]"
2) When you convert the quote, add another line to the end of the invoice:
Less XX% not yet due.
And subtract the corresponding amount from the total amount on that line. An example is:
Quote for $10,000
Convert to Invoice
Add a new line for "Less 90% not due until November 2013" -$9000
This lets you control exactly how much is billed out, though I appreciate it is a manual process.
Regards,
Will H - MYOB Client Support.
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