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AccountRight

MYOB Invoices (app): Ability to record quotes

Contributing Cover User

6Posts

59Kudos

0Solutions

6 Posts
Contributing Cover User
Australia

Why can't we do quotes through the On The Go App?

 

We have a service business that provides quotes which we then change to orders when the customer has decided to go ahead. It is only when the job is complete we change it to an invoice.

 

Currently (for us) the On The Go app is only good for looking up customer details and nothing else.

 

The app needs to have the option of quoting!

 

I can't even view any quotes or orders already in the system- I can only view invoices, is there any point to that?

 

 "on the go app quotes"

Current Status: Done
Last Changed: September 2018

Hi Everyone

With the release of AccountRight 2018.2, you will be able to generate quotes from the MYOB Invoices app. You can find out more information on this update from AccountRight Blog Article: AccountRight 2018.2 now available

56 Comments
1 Post
Cover User

Really looking forward to quotes being available in the app however in order for it to really work, we must be able to convert a quote to an invoice, PLEASE!!!

MYOB Product Manager
6 Posts
MYOB Product Manager

We are getting closer to you being able to create and edit quotes in MYOB Invoices, we're aiming to have this in your hands this month, so stay tuned.

 

You will be able to:

- Add multiple line items to quotes
- Edit and delete quote line items

7 Posts
Cover User

Great!  Look forward to having this option in the On The Go app!

2 Posts
User

Hi Development has the improvement come into effect? Are talking about Accountright functionality?

 

MYOB Product Manager
6 Posts
MYOB Product Manager

You want it, you got it - AccountRight customers can now create quotes on the go! You can view, create and edit quotes right from the app.

 

Emailing quotes, updating status and converting quotes to invoices from the app is coming soon.

MYOB Moderator
36,618 Posts
MYOB Moderator

Hi Everyone

With the release of AccountRight 2018.2, you will be able to generate quotes from the MYOB Invoices app. You can find out more information on this update from AccountRight Blog Article: AccountRight 2018.2 now available