Delete quote after it is converted to an invoice

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jennip
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Delete quote after it is converted to an invoice

Can you delete the Quote that has already been converted into an invoice? Only delete the quote, not the sale invoice

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MYOB Product Team Haydes
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MYOB Product Team
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MYOB Product Team

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Re: Delete quote after it is converted to an invoice

Hi @jennip

 

Welcome to the MYOB Community Forum, I hope you find it a great source of information.

 

This is actually a Preference located in your AccountRight Preferences.

If you go to: Setup > Preferences > Sales > Delete Quotes upon Changing to and Recording as an Order or Invoice

 

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Once selected, any new quotes you convert to invoices will be deleted. This does not backdate your Quotes however as these need to be deleted manually still.

 

Feel free to reach out if you have any questions or run into any troubles.

 



Cheers,

Hayden (Ex-Moderator)
MYOB Product Team
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