I use the "service layout" for quotes and invoices. Being in the building industry quotes are normally invoiced at stages of the job so it would be wonderful if you could convert part of the quote to an invoice at a time and an amount of my choosing. Different tradies have different progress claim timeframes.
Being able to convert a quote into multiple invoices would also mean that I'd want to keep the quote as well as the invoices. It would be extremely helpful if the invoice number generated somehow linked back to the quote or, in the very least, a toggle button so you can flick between the invoice and the quote.
For example, I would like to be able to raise a quote and call it, say, 0001. I'd then like to raise an invoice for part of the quote which could be invoice number 0001-1. The second progress claim or invoice could be invoice number 0001-2 and so on but always uses the original quote number. That way, when you look at the list of quotes or sales in the register it would group them together and you can easily identify the invoices that have been converted from a quote.
"Part invoices from a single quote"
Hi starmeadow
If I were a MYOB Bookkeeper Partner like you I'd have an AccountEdge Pro for Windows company file created under the supplied partner S/N; it enables you to create an invoice from a quote by billing your customer for a percentage of the original quote or a quantity, rate, or amount for each line item. Please see this link Progress Billing.
If on the other hand you desire that Progress Billing functionality to be included in AccountRight 201x products then I suggest that you read, vote and add your comments to the already existing idea on this link % invoices.
Thank you.
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