Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Retain original quote number as invoice number

Gateman

4Posts

60Kudos

0Solutions

4 Posts
User
New
New

Previously on the older Accountright Standard V19 we were able to retain the quotatation number as the invoice number.

Keeping the same reference number is particularly handy in our circumstance where we take a deposit for jobs then invoice the outstanding balance once completed.

It appears this is not an option on MYOB Essentials.

The only work around I have found is to manually check what the next invoice number would be, enter it as quote number then try remember to skip that invoice number when generating the next invoice for another client .... very annoyingly time consuming.

New
3 Comments
MYOB Moderator Steven_M
2,000 Posts
MYOB Moderator

Hi @Gateman

 

Thank you for your idea in regards to MYOB Essentials and quote/invoice numbers


Within MYOB Essentials the quote and invoice numbers are two separate auto number sequences and therefore when you convert a quote it will get an invoice number. This is to allow you to view/track the quote and also the invoice.

I would encourage other users that would like to see the invoice number and the quote number be the same when converting to vote and comment if required for this idea.

honee
1 Post
Cover User

I have recently converted to the new MYOB and found the same, I have ended up with 2 Invoices with the same number, its very annoying. 
The old system was far superior to this new one. There should be at least the option to have it one way or the other.

Experienced User Dean0
19 Posts
Experienced User

Surely this is still not like this to change a quote into an invoice.....'is to manually check what the next invoice number would be, enter it as quote number then try remember to skip that invoice number when generating the next invoice for another client .... very annoyingly time consuming'