Forum Discussion
NFM
3 years agoContributing Cover User
Save as a recurring and create new quote using recurring you can then change customer
- Komal_S3 years agoMYOB Staff
Hi Laurie1
Once a quote is saved, the customer details cannot be changed, however as NFM mentioned, you can save the quote as recurring and then use that template for different customers if you're using MYOB AccountRight. This option is not yet available in MYOB Business for quotes.
Feel free to reach out if you have further questions on this.
Looking for something else?
Search the Community Forum for answers or find your topic and get the conversation started!
Find technical support and help for all MYOB products in our online help centre
Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.