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Invoice from quote issue date

pippypip
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Invoice from quote issue date

When raising an invoice from a quote the original issue date of the quote comes across to the invoice. The issue date on the new invoice should automaticaly revert to todays date but for some reason its remains as the quoted date. Another basic function not working. I know this issue has been raised before but seems like nothing is being done to rectify it.

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Yanike_S
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Re: Invoice from quote issue date

Hi @pippypip 

 

Thanks for your post. The software is designed to take the original quote transaction that was recorded and convert that to an invoice. This does mean that the same information will be carried across, for example, the invoice will have the original quote date added to it. 

If that quote date is not required and you wish to have a new date on the invoice the date on that transaction would need to be changed prior to saving the invoice.

Kind regards,
Yanike

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pippypip
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Re: Invoice from quote issue date

Thanks Yanike.

This is actully a step backwards. The invoice date automaticaly changed to the current date in Essentials which made sense. All this does now is add an extra step to something that should be automated in the new system.

Yanike_S
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Re: Invoice from quote issue date

Hi @pippypip 

 

Thanks for your additional feedback. I have past this on to the team to consider to reimplement again.

Kind regards,
Yanike

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Marc-H
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Re: Invoice from quote issue date

Seems like a no brainer, its a basic requirement one would think.

 

So if a job is quoted in March.

 

And the quote is accepted and the job completed in April - when you create the invoice from the quote (in April) - the invoice will show as being created in March, unless altered manually.

For a busy person that loses track - you will literally think you made that invoice in March and start chasing people for money that isnt due.

 

How is this helpful ? In fact it has future drama just wating to happen written all over it.

 

 

TrishM
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Re: Invoice from quote issue date

Have a client that has just moved to the new MYOB version & is calling me very frustrated. Their invoicing is now all over the place as they are busy & continually forget to change the date. If it worked in Essentials then it should work here. Please fix.

Marc-H
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Re: Invoice from quote issue date

Well - it got me again.

The only reason I clicked about the wrong date being on the invoice I just generated from a quote - was that I was looking at account statement for this customer and couldnt figure out where the new invoice had gone.

And bingo - there is was - invoice was created today from a quote and then sent itself back in time several weeks to another financial year.

 

So cannot make an invoice from a quote with the correct date ?

But MYOB have made invoices that can time travel ?

H_Design
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Re: Invoice from quote issue date

Interesting you say the quote date is automaticly transfered across yet the quote number is NOT trasfered across. So now we have to update the new invoice date and it's number.

Also, why does the quote stay active so it can be used to create multiple invoices. The tick box options that used to be available in the Set-up were 1] Keep quote number when converting to invoice; 2] use convertion date for invoice issue date; and 3] delete quote when converted.

All 3 options made for speedy, uncomplicated convertion from quote to invoice.

 

I agree with the comment, "seems a step backwards!"

 

Please allow these options to avoid lost invoices by date, multiple invoices with same number and negate the chance of multiple invoices from the same quote.

 

Please implement the update ASAP

Yanike_S
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Re: Invoice from quote issue date

Hi @H_Design 

 

Thanks for your post. Just to clarify: the quote number retains when you convert it to an invoice. As the software sees and records these transactions as the same, it means that the same information will be carried across, for example, the invoice will have the original quote date added to it. 

 

When you convert a quote to an invoice it will have the status 'Invoiced'. If you don't want to see the invoiced quotes you can filter by Status.

 

I have passed your additional feedback on to the team.

Kind regards,
Yanike

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H_Design
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Re: Invoice from quote issue date

SORRY, I disagree. When you convert a quote to an invoice, it automatically applies a new invoice number. You have tothen change the number back to the original quote number. Tested it numerous times and still the same. Please just enable the ability to CHOOSE how it can be done.......that's what you used to have it but those features have now been removed from account edge.

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