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Quoting with more fields

Experienced Cover User MichelleBerndt
22 Posts
Experienced Cover User
Australia
MichelleBerndt
Experienced Cover User

25Posts

3Kudos

0Solutions

Quoting with more fields

Hi 

 

I am trying to using the quoting system for Item Invoices inside AccountRight 2019 but fid there is not enough fields to put important data like "Notes to Customer" which are individual for that particular quote (eg needed by, qualifications A few general information boxes that could be entered into the quote could be very helpful for our item invoices.   I can only see that the service invoice is the only way to get big amounts of text into the fields for the quotation.   

1 REPLY 1
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MYOB Moderator Neil_M
2,000 Posts
MYOB Moderator
Neil_M
MYOB Moderator

11589Posts

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Re: Quoting with more fields

Hi @MichelleBerndt 

 

On an item invoice within AccountRight, it is possible to go Edit >> Insert Blank Line. This will insert a blank line onto the invoice, which you can use to record additional information about the quote. To record additional information, click into the description box and record the desired text.

 

Note that there is a character limit in this field so multiple blank lines may be required to record all of the information

Regards,
Neil

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