Forum Discussion

esaumellie's avatar
esaumellie
Experienced User
7 months ago

AUTO DELETE QUOTES AFTER CONVERTED TO INVOICE

Good day,   I know this feature is currently not available under AccountRight but just checking when will this option be automated?   Deletion of Quotes Already Converted to Invoices.   Appreci...
esau.mellie@gmail.com
joanduigu@gmail.com
  • esaumellie's avatar
    esaumellie
    7 months ago

    Thank you very much for the response. I have checked Delete quotes options. 

    Will have this option enabled until June 2024.

    The reason being ; we have a lot of historical invoices posting ongoing and would like our sales team to auto clear all converted invoices. We are almost up to date now.

     

    Thanks again.

gavin12345's avatar
gavin12345
Ultimate User

Hi esaumellie 

 

This feature is currently available under AccountRight.

 

Regards

Gavin

esaumellie's avatar
esaumellie
Experienced User
7 months ago

Noted thanks. So when a quote is converted to an invoice; it automatically deletes?

  • gavin12345's avatar
    gavin12345
    Ultimate User
    7 months ago

    Hi esaumellie 

     

    Depends how your preference is set - not all users want to delete. See Setup > Preferences > Sales (towards bottom of screen)

     

    Regards

    Gavin

    • esaumellie's avatar
      esaumellie
      Experienced User
      7 months ago

      Noted. Will confirm current settings.

      • esaumellie's avatar
        esaumellie
        Experienced User
        7 months ago

        Thank you very much for the response. I have checked Delete quotes options. 

        Will have this option enabled until June 2024.

        The reason being ; we have a lot of historical invoices posting ongoing and would like our sales team to auto clear all converted invoices. We are almost up to date now.

         

        Thanks again.

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