Convert Quote to an Invoice

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Trusted Cover User fullofquestions
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Convert Quote to an Invoice

I am using 2019.1, and have converted a quote to an invoice today, now I have the quote still there and two invoices with the same invoice # and the quote still there also.  The quote is supposed to become one invoice not 2, and the quote should no longer be available.

Carol.
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Valued Cover User AndrewStephen
775 Posts
Valued Cover User
Australia
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Re: Convert Quote to an Invoice

Hi @fullofquestions 

 

This this just happen to you ?

I had a simular instance about 15 minutes ago.
Recorded a sales and then got a message to say I had insufficient stock.

When I checked the sales register the the invoice had already been record.

I am guessing if I had the stock it would have been recorded twice.

 

Andrew

MYOB Moderator Neil_M
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Re: Convert Quote to an Invoice

HI @fullofquestions 

 

I would start by double checking that under Setup >> Preferences >> Sales and ensuring that the preference “Delete Quotes upon Changing to and Recording as an Order or Invoice [System-wide]” is ticked. If this preference is not ticked then AccountRight will retain the quote in the system as well as creating an order or invoice based off that quote.

 

Additionally if the quote is reasonably large you may receive a timeout error when AccountRight attempts to process the conversion from quote to invoice. If you were receiving a timeout error and the file is stored online, its worth trying to check the file out from online and trying again.

Regards,
Neil

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Valued Cover User AndrewStephen
775 Posts
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Re: Convert Quote to an Invoice

Hi @Neil_M 

 

or MYOB could start to address and fix these time out issues.

Just a thought

 

Andrew

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