Leanne49
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Joined 11 years ago
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Re: Convert Quote to Sales Order
Ok, I think I've found a temporary fix. I've created an order for the customer, minimal detail, just listing quote number. When deposit was received in bank I've recorded it to income in advance - customer deposits (not the usual income account) using customer details and listing job # as quote number I've then created an 'invoice' for the deposit amount and recorded it as a negative (creating a credit) and also used the income in advance account (this neg will balance that account) When the order becomes an invoice I'll apply the credit to the invoice and should only show the total figure less credit applied..... fingers crossed it will all balance. Phew! what a mine field! I hope this helps. Let me know if you see any issues with what I've figured out! I think I'll need our accountant to look at our first month to make sure I've not completely stuffed it up!22Views0likes0CommentsRe: Convert Quote to Sales Order
Ok, I think I've found a temporary fix. I've created an order for the customer, minimal detail, just listing quote number. When deposit was received in bank I've recorded it to income in advance - customer deposits (not the usual income account) using customer details and listing job # as quote number I've then created an 'invoice' for the deposit amount and recorded it as a negative (creating a credit) and also used the income in advance account (this neg will balance that account) When the order becomes an invoice I'll apply the credit to the invoice and should only show the total figure less credit applied..... fingers crossed it will all balance. Phew! what a mine field! I hope this helps. Let me know if you see any issues with what I've figured out! I think I'll need our accountant to look at our first month to make sure I've not completely stuffed it up!60Views1like2CommentsRe: Convert Quote to Sales Order - Status changed to: Open
This was rediculous to not have the convert quote to order and then apply deposit to order option like in Account Right! Especially as the order option is there! whats the point of the order option if there's not a deposit link or conversion!46Views1like0CommentsRe: Convert Quote to Sales Order
I felt the same way! converted from account right to business lite because they said it was the same, then had to reverse that and go to business pro because they changed all our orders to invoices when the job had not even been started! and now I'm finding I can't change a quote to an order! I'm struggling with making our business fit into the pro but I can't justify the price of going back to Account Right :( Seeing as it's obviously not yet possibly I am looking into putting the deposit under the account customer deposits (liability) and maybe create a job for all orders... I haven't tried it yet but hopefully then I can attach it to the customers name & job so that when an invoice comes it can be linked that way. Or I may create a credit for the cusomer- called deposit with quote number & then give customer statements if they need indication of Job cost & what they've paid. If you have any other suggestions, please put it up here!55Views1like3Comments