Forum Discussion

CarolynJS's avatar
CarolynJS
Experienced Cover User
4 years ago
Solved

Quotes - Invoice in account right

We have started using the quote facility in MYOB.  When we convert it to an invoice and update/change or add details the quote still remains in the listing.  This is a pain because we will end up with numerous quotes that have actually been invoiced all be it for a few changes.  Can the quote be deleted eventhough it has the same number as the (now converted to) invoice number?

  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi CarolynJS 

     

    Sounds like you want to enable the following Sales Preference:

    1. Navigate to Setup>>Preferences
    2. Click Sales
    3. Enable Delete Quotes upon Changing to and Recording as an Order or Invoice
    4. Click OK

    What the above process will do is when you convert a quote to an order/invoice that the original quote is deleted thus not retained in the company file as a quote.

2 Replies

Sort By
Replies have been turned off for this discussion
  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi CarolynJS 

     

    Sounds like you want to enable the following Sales Preference:

    1. Navigate to Setup>>Preferences
    2. Click Sales
    3. Enable Delete Quotes upon Changing to and Recording as an Order or Invoice
    4. Click OK

    What the above process will do is when you convert a quote to an order/invoice that the original quote is deleted thus not retained in the company file as a quote.

    • CarolynJS's avatar
      CarolynJS
      Experienced Cover User
      4 years ago

      Thanks Steven,

      I'll set that up.  Thanks for your help.

      Cheers