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MYOB Essentials

Quotes: Show Invoiced status

Contributing Cover User

17Posts

104Kudos

0Solutions

17 Posts
Contributing Cover User
Australia
New
New

There's a nice feature to create an invoice from a quote, but it's really laborious (multiple screens, clicks, backwards and forwards etc) to work out which quotes have been invoiced and which are still requiring work (either work performed for the client, or an invoice to be sent).  

 

This is particularly hard when doing multiple jobs for the same customer as they all show up with the client's name and no description of the job.

 

A simple solution - when creating an invoice from a quote, allow the user to change the status to "invoiced".  That way the business owner can quickly look at the quote reports work out what quotes need work to get cash in the bank and not miss out / go broke.

 

I imagine most people would have to spend ages working through it and go broke, or (as I have to do), manage this on an excel spreadsheet outside of MYOB and rekey all the info multiple times.

 

Maybe this isn't the best fix in the long term, but it's a quick and easy fix that would help me enormously to start being able to manage sales flows.  Not being able to do so makes me want to find another platform that's integrated with a CRM - there's many on the market, so MYOB needs to step up if they want to keep pace.

 

 "Quote status - "invoiced""