Sales: Unique quote and invoice number sequences

[sanjay]

I noticed that MYOB allocates running numbers to all sales (quotes, Invoices, orders) rather than issuing aseparate sequence of numbers for quotes and Invoices.

My problem is that we normally create a quote and when the quote realises into sale we change it and I would expect it to have it's own numbering sequence. However at times we do also create direct Invoice and I noticed that when doing so MYOB assigns a running number to it irrelavant to whether the last number was assigned to quote or Invoice. In this way we have some missing numbers for Invoices.

Basically this is what I want:

1. We create a quote (let us say 0001)

2. When the quote changes to Invoice it should retain the same number for Invoice(0001) - this I assume is 

     possible from selecting this option from the set up menu. We normally also delete the quote after it realises

     to a sale.

3. When I create a second quote the number assigned to it will be 0002 (automatically). HOWEVER when I

    create a direct Invoice after this the number assigned to it should be 0002 as well since the first Invoice that

    changed from quote as in step 1 was 0001. However MYOB assigns the number 0003 to this Invoice, which

    means that the number 0002 will be missing from my Invoice sequence. It is possible that the quote I created

    with number 0002 in this step will never realise into a sale (and many such quotes will just remain as quotes

    only). In this way my Invoice numbering sequence will not make sense.

I hope I have made my problem clear? I need separate and independent auto numbering systems for quotes and Invoices, regardless of whether the quotes change into Invoices or Invoices will be created separately.

Any help here will be highly appreciated.

Regards

Sanjay

"INVOICE NUMBERING SYSTEM; QUOTES AND INVOICES"

[nextlevel2021]

Sanjay

December 2012

I noticed that MYOB allocates running numbers to all sales (quotes, Invoices, orders) rather than issuing aseparate sequence of numbers for quotes and Invoices.

My problem is that we normally create a quote and when the quote realises into sale we change it and I would expect it to have it's own numbering sequence. However at times we do also create direct Invoice and I noticed that when doing so MYOB assigns a running number to it irrelavant to whether the last number was assigned to quote or Invoice. In this way we have some missing numbers for Invoices.

Basically this is what I want:

1. We create a quote (let us say 0001)

2. When the quote changes to Invoice it should retain the same number for Invoice(0001) - this I assume is 

     possible from selecting this option from the set up menu. We normally also delete the quote after it realises

     to a sale.

3. When I create a second quote the number assigned to it will be 0002 (automatically). HOWEVER when I

    create a direct Invoice after this the number assigned to it should be 0002 as well since the first Invoice that

    changed from quote as in step 1 was 0001. However MYOB assigns the number 0003 to this Invoice, which

    means that the number 0002 will be missing from my Invoice sequence. It is possible that the quote I created

    with number 0002 in this step will never realise into a sale (and many such quotes will just remain as quotes

    only). In this way my Invoice numbering sequence will not make sense.

I hope I have made my problem clear? I need separate and independent auto numbering systems for quotes and Invoices, regardless of whether the quotes change into Invoices or Invoices will be created separately.

Any help here will be highly appreciated.

Regards

Sanjay

"INVOICE NUMBERING SYSTEM; QUOTES AND INVOICES"

Josh_Ryan

November 2017

Sanjay my friend, did you ever find a solution to your problem?

AFA2014

February 2018

It has been a few years since this issue was raised and with all the upgrades over the years, the option is still not available.

With only half quotes being accepted, our sequence of invoice numbers are confusing so we are having to manually do quotes in another program.

Very frustrating.

JosephMojo

February 2018

I also agree. Please implement this.

KylieDSA

August 2019

It would be usefull for each tab to have rolling numbers used from that tab only, not across all tabs in the sales/purchase section.

Currently if you invoice, then add a quote it remembers the next rolling number from the invoice not the rolling number of the quote tab.

Likewise this also happens with Purchases - currently if you close off a purchase order from a month ago it starts using the next number from that one that was closed off, not the next rolling number.

This is a very frustrating feature that I pesronally like to see fixed or added as a new feature.

WAFabs

Jan 2020

I can't believe I have just moved from Quickbooks to MYOB and MYOB has this idiotic quote/invoice dilemma, I am now seriously regretting moving over.

MYOB, sort this out ASAP, quotes, orders, and invoices are all different and need to be numbered so.

PC72

October 2020

A quote is not an invoice and using the same numbering system is daft and disorderly.

It's incredible that MYOB don't get this most basic of requirements. It's been raised on this platform for years and completely ignored by MYOB. Can I take this opportunity to suggest you look at how this feature works in other accounting systems. Xero have it sorted from what I can see.

Please MYOB, make this an absolute priority

NextLevelJoinery

February 2022

MYOB please fix this issue!